Long Island Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Long Island Wealth Management, Inc.
- $152 Billion
- Q3 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 37,715 shares of DFAT stock, worth $2.19 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
37,715
Previous 31,952
18.04%
Holding current value
$2.19 Million
Previous $1.66 Billion
26.62%
% of portfolio
1.38%
Previous 1.17%
Shares
4 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