Cladis Investment Advisory, LLC Dimensional ETF Tr U S Target Transaction History

Cladis Investment Advisory, LLC

$141 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$42.71 - $53.09 $174,214 - $216,554	4,079 New	4,079 $213,000

Others Institutions Holding DFAT

# of Institutions

751

Shares Held

167M

Call Options Held

500

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$679 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$600 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.94M
Shares

$431 Million
9.85% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$347 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$248 Million
2.33% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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