Tci Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Tci Wealth Advisors, Inc.
- $1.12 Billion
- Q3 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 507,493 shares of DFAT stock, worth $28.5 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
507,493
Previous 514,581
1.38%
Holding current value
$28.5 Million
Previous $26.7 Million
5.77%
% of portfolio
2.52%
Previous 2.65%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio