Falcon Wealth Planning Dimensional ETF Tr U S Target Transaction History
Falcon Wealth Planning
- $631 Million
- Q1 2024
A detailed history of Falcon Wealth Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Falcon Wealth Planning holds 15,523 shares of DFAT stock, worth $794,932. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,523
Previous 15,522
0.01%
Holding current value
$794,932
Previous $812,000
3.94%
% of portfolio
0.13%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$701 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$648 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$465 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$396 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$247 Million3.04% of portfolio