Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr U S Target Transaction History
Di Nuzzo Private Wealth, Inc.
- $634 Million
- Q3 2024
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 145,622 shares of DFAT stock, worth $8.47 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
145,622
Previous 146,783
0.79%
Holding current value
$8.47 Million
Previous $7.61 Million
6.4%
% of portfolio
1.28%
Previous 1.32%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
666Shares 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