Wealth Collab, LLC Dimensional ETF Tr U S Target Transaction History
Wealth Collab, LLC
- $162 Billion
- Q1 2025
A detailed history of Wealth Collab, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealth Collab, LLC holds 22,819 shares of DFAT stock, worth $1.2 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
22,819
Previous 23,334
2.21%
Holding current value
$1.2 Million
Previous $1.3 Billion
9.53%
% of portfolio
0.73%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio