Kaufman Rossin Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 10,760 shares of DFAT stock, worth $619,560. This represents 0.62% of its overall portfolio holdings.
Number of Shares
10,760Holding current value
$619,560% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
679Shares Held
158MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
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Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio