Omni 360 Wealth, Inc. Dimensional ETF Tr U S Target Transaction History
Omni 360 Wealth, Inc.
- $153 Billion
- Q3 2024
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 109,280 shares of DFAT stock, worth $6.06 Million. This represents 3.98% of its overall portfolio holdings.
Number of Shares
109,280
Previous 115,672
5.53%
Holding current value
$6.06 Million
Previous $6 Billion
1.32%
% of portfolio
3.98%
Previous 4.46%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$409 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$288 Million2.46% of portfolio