Wp Wealth LLP Dimensional ETF Tr U S Target Transaction History
Wp Wealth LLP
- $414 Billion
- Q2 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wp Wealth LLP holds 442,309 shares of DFAT stock, worth $24.2 Million. This represents 5.54% of its overall portfolio holdings.
Number of Shares
442,309
Previous 409,868
7.91%
Holding current value
$24.2 Million
Previous $22.3 Billion
2.84%
% of portfolio
5.54%
Previous 5.76%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
654Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$775 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$682 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$482 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$404 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$285 Million2.46% of portfolio