Correct Capital Wealth Management Dimensional ETF Tr U S Target Transaction History
Correct Capital Wealth Management
- $404 Million
- Q2 2025
A detailed history of Correct Capital Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Correct Capital Wealth Management holds 9,033 shares of DFAT stock, worth $525,810. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,033
Previous 9,033
-0.0%
Holding current value
$525,810
Previous $465,000
4.73%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$821 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$724 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$544 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$359 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$288 Million1.74% of portfolio