Creative Planning Dimensional ETF Tr U S Target Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Creative Planning holds 14,071,843 shares of DFAT stock, worth $744 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
14,071,843
Previous 14,143,862
0.51%
Holding current value
$744 Million
Previous $787 Million
0.46%
% of portfolio
0.76%
Previous 0.78%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
754Shares Held
168MCall Options Held
500Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$657 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$473 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$380 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$271 Million2.33% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.82MShares$255 Million4.9% of portfolio