Private Ocean, LLC Dimensional ETF Tr U S Target Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Private Ocean, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Private Ocean, LLC holds 2,188 shares of DFAT stock, worth $120,821. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,188
Previous 2,188
-0.0%
Holding current value
$120,821
Previous $119,000
5.04%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio