Tfc Financial Management Dimensional ETF Tr U S Target Transaction History
Tfc Financial Management
- $629 Million
- Q3 2024
A detailed history of Tfc Financial Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tfc Financial Management holds 540,537 shares of DFAT stock, worth $30.3 Million. This represents 4.78% of its overall portfolio holdings.
Number of Shares
540,537
Previous 538,659
0.35%
Holding current value
$30.3 Million
Previous $27.9 Million
7.62%
% of portfolio
4.78%
Previous 4.91%
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