Center For Financial Planning, Inc. Dimensional ETF Tr U S Target Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 2024
A detailed history of Center For Financial Planning, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 2,100 shares of DFAT stock, worth $114,723. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,100
Previous 2,100
-0.0%
Holding current value
$114,723
Previous $108,000
7.41%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$773 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$679 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$480 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$403 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$284 Million2.46% of portfolio