Gentry Private Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Gentry Private Wealth, LLC
- $122 Billion
- Q3 2024
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 4,230 shares of DFAT stock, worth $245,382. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,230
Previous 4,216
0.33%
Holding current value
$245,382
Previous $219 Million
7.62%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$722 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$510 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$301 Million2.46% of portfolio