Rowland & CO Investment Counsel Dimensional ETF Tr U S Target Transaction History
Rowland & CO Investment Counsel
- $486 Million
- Q3 2024
A detailed history of Rowland & CO Investment Counsel transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rowland & CO Investment Counsel holds 6,748 shares of DFAT stock, worth $375,998. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,748
Previous 6,748
-0.0%
Holding current value
$375,998
Previous $350,000
7.14%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$788 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$489 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$411 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$289 Million2.46% of portfolio