Stone Asset Management Inc. Dimensional ETF Tr U S Target Transaction History
Stone Asset Management Inc.
- $62.6 Million
- Q1 2023
A detailed history of Stone Asset Management Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Stone Asset Management Inc. holds 11,051 shares of DFAT stock, worth $614,435. This represents 0.78% of its overall portfolio holdings.
Number of Shares
11,051
Previous 11,018
0.3%
Holding current value
$614,435
Previous $484,000
1.45%
% of portfolio
0.78%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$786 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$692 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$488 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$410 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$289 Million2.46% of portfolio