Activest Wealth Management Dimensional ETF Tr U S Target Transaction History
Activest Wealth Management
- $282 Million
- Q3 2024
A detailed history of Activest Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Activest Wealth Management holds 144,017 shares of DFAT stock, worth $8.29 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
144,017
Previous 141,211
1.99%
Holding current value
$8.29 Million
Previous $7.32 Million
9.38%
% of portfolio
2.84%
Previous 2.55%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio