Tumwater Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Tumwater Wealth Management, LLC
- $215 Billion
- Q2 2025
A detailed history of Tumwater Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tumwater Wealth Management, LLC holds 608,546 shares of DFAT stock, worth $34.8 Million. This represents 15.26% of its overall portfolio holdings.
Number of Shares
608,546
Previous 563,732
7.95%
Holding current value
$34.8 Million
Previous $29 Billion
13.13%
% of portfolio
15.26%
Previous 15.14%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$807 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$535 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$353 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$283 Million1.74% of portfolio