1900 Wealth Management LLC Dimensional ETF Tr U S Target Transaction History
1900 Wealth Management LLC
- $1.01 Billion
- Q2 2024
A detailed history of 1900 Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, 1900 Wealth Management LLC holds 86,597 shares of DFAT stock, worth $4.8 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
86,597
Previous 103,154
16.05%
Holding current value
$4.8 Million
Previous $5.61 Million
20.0%
% of portfolio
0.45%
Previous 0.53%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio