Surevest, LLC Dimensional ETF Tr U S Target Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Surevest, LLC holds 6,947 shares of DFAT stock, worth $395,562. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,947
Previous 6,947
-0.0%
Holding current value
$395,562
Previous $279,000
2.87%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio