Sequent Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Sequent Asset Management, LLC
- $118 Million
- Q3 2024
A detailed history of Sequent Asset Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sequent Asset Management, LLC holds 5,932 shares of DFAT stock, worth $332,607. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,932
Previous 11,864
50.0%
Holding current value
$332,607
Previous $615,000
46.5%
% of portfolio
0.28%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio