Cibc Private Wealth Group, LLC Dimensional ETF Tr U S Target Transaction History
Cibc Private Wealth Group, LLC
- $51.4 Billion
- Q2 2024
A detailed history of Cibc Private Wealth Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 4,514 shares of DFAT stock, worth $242,356. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,514
Previous 5,440
17.02%
Holding current value
$242,356
Previous $296,000
20.95%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio