Lauer Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Lauer Wealth, LLC
- $130 Billion
- Q1 2025
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 29,555 shares of DFAT stock, worth $1.66 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
29,555
Previous 29,075
1.65%
Holding current value
$1.66 Million
Previous $1.62 Billion
9.56%
% of portfolio
1.13%
Previous 1.08%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$782 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$498 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$346 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$283 Million1.97% of portfolio