Institute For Wealth Management, Llc. Dimensional ETF Tr U S Target Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 12,197 shares of DFAT stock, worth $694,375. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,197
Previous 12,186
0.09%
Holding current value
$694,375
Previous $677,000
0.15%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
703Shares Held
162MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$805 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$500 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio