Bwm Planning, LLC Dimensional ETF Tr U S Target Transaction History

Bwm Planning, LLC

$225 Billion
Q3 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 199,987 shares of DFAT stock, worth $12 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares

199,987

Holding current value

$12 Million

% of portfolio

4.94%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$51.0 - $57.07 $10.2 Million - $11.4 Million	199,987 New	199,987 $11.1 Billion

Others Institutions Holding DFAT

# of Institutions

667

Shares Held

156M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$851 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$749 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$529 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$443 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$312 Million
2.46% of portfolio

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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