Bcr Wealth Strategies, LLC Dimensional ETF Tr U S Target Transaction History
Bcr Wealth Strategies, LLC
- $228 Million
- Q1 2025
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 $666,600. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,802
Previous 12,802
-0.0%
Holding current value
$666,600
Previous $712,000
7.44%
% of portfolio
0.29%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
769Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$726 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$648 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$462 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$329 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$263 Million1.97% of portfolio