Legacy Wealth Managment, Llc/Id Dimensional ETF Tr U S Target Transaction History
Legacy Wealth Managment, Llc/Id
- $142 Million
- Q3 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 784 shares of DFAT stock, worth $45,119. This represents 0.03% of its overall portfolio holdings.
Number of Shares
784Holding current value
$45,119% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall 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$505 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