Future You Wealth LLC Dimensional ETF Tr U S Target Transaction History
Future You Wealth LLC
- $184 Billion
- Q2 2025
A detailed history of Future You Wealth LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Future You Wealth LLC holds 23,466 shares of DFAT stock, worth $1.28 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
23,466
Previous 23,466
-0.0%
Holding current value
$1.28 Million
Previous $1.21 Billion
4.8%
% of portfolio
0.69%
Previous 0.77%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$763 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$512 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$338 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$271 Million1.74% of portfolio