Whalen Wealth Management Inc. Dimensional ETF Tr U S Target Transaction History
Whalen Wealth Management Inc.
- $126 Billion
- Q2 2024
A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 5,565 shares of DFAT stock, worth $300,231. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,565
Previous 5,542
0.42%
Holding current value
$300,231
Previous $302 Million
4.31%
% of portfolio
0.23%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$769 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$671 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$466 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$405 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$261 Million2.47% of portfolio