Fin Dec Wealth Services, Inc. Dimensional ETF Tr U S Target Transaction History
Fin Dec Wealth Services, Inc.
- $158 Billion
- Q2 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 107,987 shares of DFAT stock, worth $5.96 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
107,987
Previous 112,557
4.06%
Holding current value
$5.96 Million
Previous $6.13 Billion
8.57%
% of portfolio
3.54%
Previous 3.85%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
649Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$787 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$476 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$414 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$268 Million2.47% of portfolio