Summit Wealth Partners, LLC Dimensional ETF Tr U S Target Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,966 shares of DFAT stock, worth $219,954. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,966Holding current value
$219,954% of portfolio
0.04%Shares
1 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