Running Point Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Running Point Capital Advisors, LLC
- $241 Million
- Q2 2024
A detailed history of Running Point Capital Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Running Point Capital Advisors, LLC holds 7,090 shares of DFAT stock, worth $392,786. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,090
Previous 6,043
17.33%
Holding current value
$392,786
Previous $328,000
11.89%
% of portfolio
0.15%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
651Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$689 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$408 Million22.37% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio