Towneley Capital Management, Inc / De Dimensional ETF Tr U S Target Transaction History
Towneley Capital Management, Inc / De
- $421 Billion
- Q4 2024
A detailed history of Towneley Capital Management, Inc / De transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 5,156 shares of DFAT stock, worth $296,985. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,156
Previous 5,136
0.39%
Holding current value
$296,985
Previous $286 Million
0.43%
% of portfolio
0.07%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
681Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$415 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$296 Million2.33% of portfolio