Gentry Private Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Gentry Private Wealth, LLC
- $131 Billion
- Q2 2025
A detailed history of Gentry Private Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 4,050 shares of DFAT stock, worth $227,488. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,050
Previous 4,050
-0.0%
Holding current value
$227,488
Previous $209 Million
4.8%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$783 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$699 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$499 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$355 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$284 Million1.97% of portfolio