Dakota Wealth Management Dimensional ETF Tr U S Target Transaction History
Dakota Wealth Management
- $4.2 Billion
- Q1 2025
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 17,336 shares of DFAT stock, worth $911,180. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,336
Previous 18,311
5.32%
Holding current value
$911,180
Previous $1.02 Million
12.46%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio