Bcr Wealth Strategies, LLC Dimensional ETF Tr U S Target Transaction History
Bcr Wealth Strategies, LLC
- $148 Million
- Q1 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 12,917 shares of DFAT stock, worth $667,808. This represents 0.48% of its overall portfolio holdings.
Number of Shares
12,917
Previous 12,917
-0.0%
Holding current value
$667,808
Previous $675,000
4.3%
% of portfolio
0.48%
Previous 0.48%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$708 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$654 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$470 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio