Align Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Align Wealth Management, LLC holds 231,456 shares of DFAT stock, worth $12.9 Million. This represents 7.63% of its overall portfolio holdings.
Number of Shares
231,456Holding current value
$12.9 Million% of portfolio
7.63%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
655Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$791 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$696 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$491 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.37MShares$412 Million22.37% of portfolio
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Savant Capital, LLC5.19MShares$290 Million2.46% of portfolio