Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 879,418 shares of DFAT stock, worth $47.2 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
879,418
Previous 889,482
1.13%
Holding current value
$47.2 Million
Previous $48.4 Million
5.78%
% of portfolio
1.15%
Previous 1.24%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio