Glassy Mountain Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Glassy Mountain Advisors, Inc.
- $284 Million
- Q3 2024
A detailed history of Glassy Mountain Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Glassy Mountain Advisors, Inc. holds 163,163 shares of DFAT stock, worth $9.19 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
163,163
Previous 154,098
5.88%
Holding current value
$9.19 Million
Previous $7.99 Million
13.55%
% of portfolio
3.19%
Previous 2.96%
Shares
4 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