Intelligent Financial Strategies Dimensional ETF Tr U S Target Transaction History
Intelligent Financial Strategies
- $176 Million
- Q3 2024
A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Intelligent Financial Strategies holds 752 shares of DFAT stock, worth $42,360. This represents 0.02% of its overall portfolio holdings.
Number of Shares
752
Previous 896
16.07%
Holding current value
$42,360
Previous $46,000
10.87%
% of portfolio
0.02%
Previous 0.03%
Shares
6 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