David Wealth Management LLC Dimensional ETF Tr U S Target Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, David Wealth Management LLC holds 18,119 shares of DFAT stock, worth $1.04 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
18,119Holding current value
$1.04 Million% of portfolio
0.83%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
694Shares Held
160MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.2MShares$414 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio