Integrity Wealth Solutions LLC Dimensional ETF Tr U S Target Transaction History
Integrity Wealth Solutions LLC
- $179 Billion
- Q4 2024
A detailed history of Integrity Wealth Solutions LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Integrity Wealth Solutions LLC holds 18,902 shares of DFAT stock, worth $1.09 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
18,902
Previous 18,831
0.38%
Holding current value
$1.09 Million
Previous $1.05 Billion
0.43%
% of portfolio
0.59%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
680Shares Held
158MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$425 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio