New Potomac Partners, LLC Dimensional ETF Tr U S Target Transaction History

New Potomac Partners, LLC

$192 Million
Q3 2024

A detailed history of New Potomac Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, New Potomac Partners, LLC holds 1,928 shares of DFAT stock, worth $108,604. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,928

Holding current value

$108,604

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$51.0 - $57.07 $98,328 - $110,030	1,928 New	1,928 $107,000

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$797 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$701 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$495 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$415 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$292 Million
2.46% of portfolio

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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New Potomac Partners, LLC Dimensional ETF Tr U S Target Transaction History