Long Island Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Long Island Wealth Management, Inc.
- $142 Billion
- Q2 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 31,952 shares of DFAT stock, worth $1.76 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
31,952
Previous 31,801
0.47%
Holding current value
$1.76 Million
Previous $1.73 Billion
4.27%
% of portfolio
1.17%
Previous 1.22%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
649Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$787 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$476 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$414 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$268 Million2.47% of portfolio