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 $13.9 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
247,065
Previous 237,669
3.95%
Holding current value
$13.9 Million
Previous $10.9 Million
19.05%
% of portfolio
4.76%
Previous 4.53%
Shares
9 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