Strategic Wealth Advisors Group, LLC Dimensional ETF Tr U S Target Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 13,267 shares of DFAT stock, worth $700,099. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,267
Previous 14,038
5.49%
Holding current value
$700,099
Previous $570,000
9.3%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
754Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$743 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$656 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$472 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$380 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$271 Million2.33% of portfolio