Mattern Wealth Management LLC Dimensional ETF Tr U S Target Transaction History
Mattern Wealth Management LLC
- $422 Million
- Q4 2024
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mattern Wealth Management LLC holds 41,005 shares of DFAT stock, worth $2.35 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
41,005
Previous 40,005
2.5%
Holding current value
$2.35 Million
Previous $2.23 Million
2.56%
% of portfolio
0.54%
Previous 0.52%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio