Summit Trail Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Summit Trail Advisors, LLC
- $2.68 Billion
- Q4 2024
A detailed history of Summit Trail Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 17,382 shares of DFAT stock, worth $980,518. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,382
Previous 17,382
-0.0%
Holding current value
$980,518
Previous $966,000
0.1%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
724Shares Held
164MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$798 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$702 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$495 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$406 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$290 Million2.33% of portfolio