Dynamic Advisor Solutions LLC Dimensional ETF Tr U S Target Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 15,301 shares of DFAT stock, worth $857,927. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,301
Previous 13,529
13.1%
Holding current value
$857,927
Previous $701,000
21.4%
% of portfolio
0.03%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio