Fiduciary Financial Group, LLC Dimensional ETF Tr U S Target Transaction History
Fiduciary Financial Group, LLC
- $460 Billion
- Q4 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 176,927 shares of DFAT stock, worth $10.2 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
176,927
Previous 176,149
0.44%
Holding current value
$10.2 Million
Previous $9.63 Billion
0.39%
% of portfolio
2.1%
Previous 2.21%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
679Shares Held
158MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$425 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio