Long Island Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Long Island Wealth Management, Inc.
- $205 Billion
- Q3 2025
A detailed history of Long Island Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 19,687 shares of DFAT stock, worth $1.12 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
19,687
Previous 17,815
10.51%
Holding current value
$1.12 Million
Previous $961 Million
19.21%
% of portfolio
0.56%
Previous 0.5%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio