Kaufman Rossin Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Kaufman Rossin Wealth, LLC
- $140 Billion
- Q1 2025
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 $557,690. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,760
Previous 10,760
-0.0%
Holding current value
$557,690
Previous $599 Million
7.49%
% of portfolio
0.4%
Previous 0.62%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$723 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$645 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$460 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$327 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$262 Million1.97% of portfolio