Ferguson Wellman Capital Management, Inc Dimensional ETF Tr U S Target Transaction History
Ferguson Wellman Capital Management, Inc
- $5.92 Billion
- Q3 2025
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 $672,094. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,787
Previous 11,787
-0.0%
Holding current value
$672,094
Previous $636,000
7.86%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
802Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$556 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$372 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$284 Million1.62% of portfolio