Keener Financial Planning LLC Dimensional ETF Tr U S Target Transaction History
Keener Financial Planning LLC
- $153 Million
- Q3 2024
A detailed history of Keener Financial Planning LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Keener Financial Planning LLC holds 5,279 shares of DFAT stock, worth $295,993. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,279
Previous 5,279
-0.0%
Holding current value
$295,993
Previous $273,000
7.33%
% of portfolio
0.19%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio