Plancorp, LLC Dimensional ETF Tr U S Target Transaction History
Plancorp, LLC
- $2.42 Billion
- Q4 2024
A detailed history of Plancorp, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Plancorp, LLC holds 1,609,388 shares of DFAT stock, worth $83.7 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
1,609,388
Previous 1,634,761
1.55%
Holding current value
$83.7 Million
Previous $90.9 Million
1.5%
% of portfolio
3.7%
Previous 3.73%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
749Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$731 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$647 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$465 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$374 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$267 Million2.33% of portfolio