Bwm Planning, LLC Dimensional ETF Tr U S Target Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bwm Planning, LLC holds 192,073 shares of DFAT stock, worth $11 Million. This represents 4.65% of its overall portfolio holdings.
Number of Shares
192,073
Previous 199,987
3.96%
Holding current value
$11 Million
Previous $11.1 Billion
3.91%
% of portfolio
4.65%
Previous 4.94%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio