Midland Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Midland Wealth Advisors LLC
- $1.69 Trillion
- Q2 2024
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 5,452 shares of DFAT stock, worth $301,004. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,452
Previous 5,429
0.42%
Holding current value
$301,004
Previous $296 Million
4.31%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
649Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$787 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$476 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$414 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$268 Million2.47% of portfolio