Concentrum Wealth Management Dimensional ETF Tr U S Target Transaction History
Concentrum Wealth Management
- $257 Billion
- Q3 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 62,478 shares of DFAT stock, worth $3.6 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
62,478
Previous 50,775
23.05%
Holding current value
$3.6 Million
Previous $2.63 Billion
31.97%
% of portfolio
1.35%
Previous 1.11%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
694Shares Held
160MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$414 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio