Visionary Wealth Advisors Dimensional ETF Tr U S Target Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Visionary Wealth Advisors holds 249,009 shares of DFAT stock, worth $14.2 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
249,009
Previous 235,925
5.55%
Holding current value
$14.2 Million
Previous $13.1 Million
5.6%
% of portfolio
0.86%
Previous 0.83%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
743Shares Held
166MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$802 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.81MShares$502 Million9.88% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio