Long Island Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Long Island Wealth Management, Inc.
- $142 Billion
- Q1 2024
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 31,801 shares of DFAT stock, worth $1.63 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
31,801
Previous 26,438
20.29%
Holding current value
$1.63 Million
Previous $1.38 Billion
25.07%
% of portfolio
1.22%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$701 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$648 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$465 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$396 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$247 Million3.04% of portfolio