Fiduciary Financial Group, LLC Dimensional ETF Tr U S Target Transaction History
Fiduciary Financial Group, LLC
- $435 Billion
- Q3 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 176,149 shares of DFAT stock, worth $9.92 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
176,149
Previous 163,841
7.51%
Holding current value
$9.92 Million
Previous $9.23 Billion
4.36%
% of portfolio
2.21%
Previous 2.23%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$797 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$701 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$495 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$415 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$292 Million2.46% of portfolio