Shearwater Capital LLC Dimensional ETF Tr U S Target Transaction History
Shearwater Capital LLC
- $147 Million
- Q4 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Shearwater Capital LLC holds 84,385 shares of DFAT stock, worth $4.86 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
84,385
Previous 84,412
0.03%
Holding current value
$4.86 Million
Previous $4.7 Million
0.02%
% of portfolio
3.2%
Previous 3.26%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
680Shares Held
158MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$425 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio