Better Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Better Wealth, LLC
- $357 Million
- Q4 2024
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Better Wealth, LLC holds 64,850 shares of DFAT stock, worth $3.76 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
64,850
Previous 64,786
0.1%
Holding current value
$3.76 Million
Previous $3.6 Million
0.14%
% of portfolio
1.01%
Previous 1.09%
Shares
13 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