Fortitude Family Office, LLC Dimensional ETF Tr U S Target Transaction History
Fortitude Family Office, LLC
- $280 Billion
- Q4 2024
A detailed history of Fortitude Family Office, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fortitude Family Office, LLC holds 65,497 shares of DFAT stock, worth $3.77 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
65,497
Previous 51,540
27.08%
Holding current value
$3.77 Million
Previous $2.87 Billion
27.15%
% of portfolio
1.3%
Previous 1.13%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
680Shares 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