Significant Wealth Partners LLC Dimensional ETF Tr U S Target Transaction History
Significant Wealth Partners LLC
- $193 Billion
- Q3 2024
A detailed history of Significant Wealth Partners LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Significant Wealth Partners LLC holds 4,611 shares of DFAT stock, worth $268,083. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,611
Previous 4,611
-0.0%
Holding current value
$268,083
Previous $239 Million
7.25%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$822 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$723 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$511 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$302 Million2.46% of portfolio