Bwm Planning, LLC Dimensional ETF Tr U S Target Transaction History
Bwm Planning, LLC
- $225 Billion
- Q3 2024
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bwm Planning, LLC holds 199,987 shares of DFAT stock, worth $11.4 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
199,987Holding current value
$11.4 Million% of portfolio
4.94%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
650Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$803 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$706 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.63MShares$490 Million9.23% of portfolio
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Index Fund Advisors, Inc.7.51MShares$426 Million22.58% of portfolio
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Savant Capital, LLC4.85MShares$275 Million2.47% of portfolio