Kelly Financial Group LLC Dimensional ETF Tr U S Target Transaction History
Kelly Financial Group LLC
- $281 Billion
- Q4 2024
A detailed history of Kelly Financial Group LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Kelly Financial Group LLC holds 237,975 shares of DFAT stock, worth $13.7 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
237,975Holding current value
$13.7 Million% of portfolio
4.71%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
699Shares Held
162MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$414 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio