Meredith Wealth Planning Dimensional ETF Tr U S Target Transaction History
Meredith Wealth Planning
- $191 Billion
- Q2 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 19,731 shares of DFAT stock, worth $1.08 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
19,731
Previous 19,752
0.11%
Holding current value
$1.08 Million
Previous $1.08 Billion
4.8%
% of portfolio
0.54%
Previous 0.6%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$780 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$472 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$411 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$265 Million2.47% of portfolio