Ferguson Wellman Capital Management, Inc Dimensional ETF Tr U S Target Transaction History
Ferguson Wellman Capital Management, Inc
- $4.99 Billion
- Q3 2024
A detailed history of Ferguson Wellman Capital Management, Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 11,787 shares of DFAT stock, worth $653,707. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,787
Previous 11,787
-0.0%
Holding current value
$653,707
Previous $655,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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