Bcr Wealth Strategies, LLC Dimensional ETF Tr U S Target Transaction History
Bcr Wealth Strategies, LLC
- $214 Million
- Q4 2024
A detailed history of Bcr Wealth Strategies, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 12,802 shares of DFAT stock, worth $742,516. This represents 0.33% of its overall portfolio holdings.
Number of Shares
12,802
Previous 12,802
-0.0%
Holding current value
$742,516
Previous $712,000
-0.0%
% of portfolio
0.33%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
682Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$721 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$509 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$417 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$298 Million2.33% of portfolio