Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr U S Target Transaction History
Di Nuzzo Private Wealth, Inc.
- $617 Million
- Q1 2025
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 140,330 shares of DFAT stock, worth $6.89 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
140,330
Previous 142,402
1.46%
Holding current value
$6.89 Million
Previous $7.93 Million
8.84%
% of portfolio
1.17%
Previous 1.28%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
759Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio