Marshall & Sterling Wealth Advisors Inc. Dimensional ETF Tr U S Target Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,233 shares of DFAT stock, worth $70,589. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,233Holding current value
$70,589% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
745Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$806 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.81MShares$504 Million9.88% of portfolio
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Index Fund Advisors, Inc.7.2MShares$412 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$294 Million2.33% of portfolio