Meredith Wealth Planning Dimensional ETF Tr U S Target Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Meredith Wealth Planning holds 19,834 shares of DFAT stock, worth $1.19 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
19,834
Previous 19,731
0.52%
Holding current value
$1.19 Million
Previous $1.02 Billion
7.81%
% of portfolio
0.53%
Previous 0.54%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$851 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$749 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$529 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$443 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$312 Million2.46% of portfolio