Cwa Asset Management Group, LLC Dimensional ETF Tr U S Target Transaction History
Cwa Asset Management Group, LLC
- $2.58 Billion
- Q3 2025
A detailed history of Cwa Asset Management Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cwa Asset Management Group, LLC holds 9,470 shares of DFAT stock, worth $545,850. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,470
Previous 9,944
4.77%
Holding current value
$545,850
Previous $536,000
2.8%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio