Sequent Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Sequent Asset Management, LLC
- $119 Million
- Q4 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 $306,506. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,932
Previous 5,932
-0.0%
Holding current value
$306,506
Previous $329,000
0.3%
% of portfolio
0.28%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$727 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$643 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$462 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$372 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$265 Million2.33% of portfolio