Concentrum Wealth Management Dimensional ETF Tr U S Target Transaction History
Concentrum Wealth Management
- $217 Billion
- Q1 2024
A detailed history of Concentrum Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Concentrum Wealth Management holds 35,990 shares of DFAT stock, worth $1.86 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
35,990Holding current value
$1.86 Million% of portfolio
0.9%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$708 Million0.83% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$654 Million7.81% of portfolio
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Forum Financial Management, LP Lombard, IL9.09MShares$470 Million9.57% of portfolio
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Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
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Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio