Intergy Private Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 19,986 shares of DFAT stock, worth $1.07 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
19,986
Previous 19,998
0.06%
Holding current value
$1.07 Million
Previous $1.09 Million
4.78%
% of portfolio
0.43%
Previous 0.45%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio