Private Wealth Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 1,009 shares of DFAT stock, worth $59,359. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,009
Previous 6,825
85.22%
Holding current value
$59,359
Previous $351 Million
84.51%
% of portfolio
0.01%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$829 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$732 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$550 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$363 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$291 Million1.74% of portfolio