Landmark Financial Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Landmark Financial Advisors, LLC
- $271 Million
- Q4 2023
A detailed history of Landmark Financial Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 247,065 shares of DFAT stock, worth $14.2 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
247,065
Previous 237,669
3.95%
Holding current value
$14.2 Million
Previous $10.9 Million
19.05%
% of portfolio
4.76%
Previous 4.53%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio