Mbm Wealth Consultants, LLC Dimensional ETF Tr U S Target Transaction History
Mbm Wealth Consultants, LLC
- $284 Million
- Q1 2024
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 7,591 shares of DFAT stock, worth $392,226. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,591
Previous 7,591
-0.0%
Holding current value
$392,226
Previous $397,000
4.03%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
630Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$708 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$653 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$469 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio