Mbm Wealth Consultants, LLC Dimensional ETF Tr U S Target Transaction History
Mbm Wealth Consultants, LLC
- $395 Million
- Q4 2025
A detailed history of Mbm Wealth Consultants, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 7,073 shares of DFAT stock, worth $402,736. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,073
Previous 7,461
5.2%
Holding current value
$402,736
Previous $434,000
7.37%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
814Shares Held
171MCall 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, IL10.2MShares$581 Million8.73% of portfolio
-
Index Fund Advisors, Inc.6.44MShares$367 Million18.52% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio