Lauer Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Lauer Wealth, LLC
- $129 Billion
- Q3 2024
A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lauer Wealth, LLC holds 29,075 shares of DFAT stock, worth $1.72 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
29,075
Previous 28,520
1.95%
Holding current value
$1.72 Million
Previous $1.52 Billion
5.06%
% of portfolio
1.23%
Previous 1.2%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
655Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$836 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$735 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$519 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$436 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$307 Million2.46% of portfolio