Iag Wealth Partners, LLC Dimensional ETF Tr U S Target Transaction History
Iag Wealth Partners, LLC
- $570 Million
- Q1 2025
A detailed history of Iag Wealth Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 189 shares of DFAT stock, worth $9,841. This represents 0.0% of its overall portfolio holdings.
Number of Shares
189
Previous 189
-0.0%
Holding current value
$9,841
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
769Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$726 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$648 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$462 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$329 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$263 Million1.97% of portfolio