Dakota Wealth Management Dimensional ETF Tr U S Target Transaction History
Dakota Wealth Management
- $4.35 Billion
- Q3 2024
A detailed history of Dakota Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Dakota Wealth Management holds 18,311 shares of DFAT stock, worth $1.11 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,311
Previous 18,311
-0.0%
Holding current value
$1.11 Million
Previous $949,000
7.27%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$857 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$753 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$532 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$446 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$314 Million2.46% of portfolio