Cook Wealth Management Group LLC Dimensional ETF Tr U S Target Transaction History
Cook Wealth Management Group LLC
- $168 Million
- Q1 2024
A detailed history of Cook Wealth Management Group LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cook Wealth Management Group LLC holds 216,795 shares of DFAT stock, worth $11.2 Million. This represents 7.01% of its overall portfolio holdings.
Number of Shares
216,795
Previous 209,200
3.63%
Holding current value
$11.2 Million
Previous $10.9 Million
7.79%
% of portfolio
7.01%
Previous 7.09%
Shares
2 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
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$654 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$470 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio