Midland Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Midland Wealth Advisors LLC
- $1.7 Trillion
- Q1 2025
A detailed history of Midland Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 5,509 shares of DFAT stock, worth $309,440. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,509
Previous 5,492
0.31%
Holding current value
$309,440
Previous $306 Million
7.21%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
775Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$783 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$699 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$499 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$355 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$284 Million1.97% of portfolio