Glassman Wealth Services Dimensional ETF Tr U S Target Transaction History
Glassman Wealth Services
- $585 Million
- Q3 2024
A detailed history of Glassman Wealth Services transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Glassman Wealth Services holds 2,054 shares of DFAT stock, worth $117,879. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,054
Previous 2,054
-0.0%
Holding current value
$117,879
Previous $106,000
7.55%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio