Correct Capital Wealth Management Dimensional ETF Tr U S Target Transaction History
Correct Capital Wealth Management
- $354 Million
- Q1 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 $443,249. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,033
Previous 9,033
-0.0%
Holding current value
$443,249
Previous $502,000
7.37%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
762Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio