Mbm Wealth Consultants, LLC Dimensional ETF Tr U S Target Transaction History
Mbm Wealth Consultants, LLC
- $385 Million
- Q3 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 7,461 shares of DFAT stock, worth $424,829. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,461
Previous 7,591
1.71%
Holding current value
$424,829
Previous $409,000
6.11%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall 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, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio