Cpwm, LLC Dimensional ETF Tr U S Target Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cpwm, LLC holds 74,118 shares of DFAT stock, worth $3.83 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
74,118
Previous 36,859
101.09%
Holding current value
$3.83 Million
Previous $1.48 Million
94.87%
% of portfolio
0.27%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
630Shares 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$653 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$469 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio