Tfc Financial Management Dimensional ETF Tr U S Target Transaction History
Tfc Financial Management
- $631 Million
- Q4 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 537,373 shares of DFAT stock, worth $30.7 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
537,373
Previous 540,537
0.59%
Holding current value
$30.7 Million
Previous $30.1 Million
0.53%
% of portfolio
4.74%
Previous 4.78%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
693Shares Held
160MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$809 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$502 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$412 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$294 Million2.33% of portfolio