Fmfe Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Fmfe Wealth Management, LLC
- $108 Billion
- Q2 2024
A detailed history of Fmfe Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fmfe Wealth Management, LLC holds 535,869 shares of DFAT stock, worth $31.5 Million. This represents 25.82% of its overall portfolio holdings.
Number of Shares
535,869
Previous 532,451
0.64%
Holding current value
$31.5 Million
Previous $29 Billion
4.09%
% of portfolio
25.82%
Previous 26.58%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$829 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$732 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$550 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$363 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$291 Million1.74% of portfolio