Fin Dec Wealth Services, Inc. Dimensional ETF Tr U S Target Transaction History
Fin Dec Wealth Services, Inc.
- $172 Billion
- Q3 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 110,458 shares of DFAT stock, worth $6.65 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
110,458
Previous 107,987
2.29%
Holding current value
$6.65 Million
Previous $5.6 Billion
9.7%
% of portfolio
3.57%
Previous 3.54%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$851 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$749 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$529 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$443 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$312 Million2.46% of portfolio