David Wealth Management LLC Dimensional ETF Tr U S Target Transaction History
David Wealth Management LLC
- $120 Billion
- Q1 2025
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 $889,099. This represents 0.78% of its overall portfolio holdings.
Number of Shares
18,119
Previous 18,119
-0.0%
Holding current value
$889,099
Previous $1.01 Billion
7.49%
% of portfolio
0.78%
Previous 0.83%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio