Parkshore Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Parkshore Wealth Management, Inc.
- $205 Billion
- Q2 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 113,089 shares of DFAT stock, worth $6.34 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
113,089
Previous 93,269
21.25%
Holding current value
$6.34 Million
Previous $4.8 Billion
27.07%
% of portfolio
2.98%
Previous 2.79%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
778Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$782 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$498 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$346 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$283 Million1.97% of portfolio