Magnolia Capital Advisors LLC Dimensional ETF Tr U S Target Transaction History
Magnolia Capital Advisors LLC
- $194 Million
- Q3 2024
A detailed history of Magnolia Capital Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 9,944 shares of DFAT stock, worth $560,145. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,944
Previous 9,908
0.36%
Holding current value
$560,145
Previous $513,000
7.8%
% of portfolio
0.29%
Previous 0.3%
Shares
3 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