Long View Wealth Management Dimensional ETF Tr U S Target Transaction History
Long View Wealth Management
- $330 Billion
- Q2 2025
A detailed history of Long View Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Long View Wealth Management holds 12,900 shares of DFAT stock, worth $705,888. This represents 0.21% of its overall portfolio holdings.
Number of Shares
12,900
Previous 12,600
2.38%
Holding current value
$705,888
Previous $649 Million
7.29%
% of portfolio
0.21%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
774Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$512 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$338 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$271 Million1.74% of portfolio