Clifford Swan Investment Counsel LLC Dimensional ETF Tr U S Target Transaction History
Clifford Swan Investment Counsel LLC
- $2.67 Billion
- Q4 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 4,204 shares of DFAT stock, worth $232,144. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,204
Previous 4,204
-0.0%
Holding current value
$232,144
Previous $233,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio