Montag A & Associates Inc Dimensional ETF Tr U S Target Transaction History
Montag A & Associates Inc
- $2.09 Billion
- Q3 2024
A detailed history of Montag A & Associates Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Montag A & Associates Inc holds 29,849 shares of DFAT stock, worth $1.67 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
29,849
Previous 29,849
-0.0%
Holding current value
$1.67 Million
Previous $1.55 Million
7.24%
% of portfolio
0.08%
Previous 0.08%
Shares
2 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