Evermay Wealth Management LLC Dimensional ETF Tr U S Target Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
A detailed history of Evermay Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Evermay Wealth Management LLC holds 170 shares of DFAT stock, worth $9,428. This represents 0.0% of its overall portfolio holdings.
Number of Shares
170
Previous 170
-0.0%
Holding current value
$9,428
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$409 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$288 Million2.46% of portfolio