Collective Family Office LLC Dimensional ETF Tr U S Target Transaction History
Collective Family Office LLC
- $364 Million
- Q3 2024
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Collective Family Office LLC holds 5,658 shares of DFAT stock, worth $315,263. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,658
Previous 5,658
-0.0%
Holding current value
$315,263
Previous $293,000
7.17%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$788 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$489 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$411 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$289 Million2.46% of portfolio