Mbm Wealth Consultants, LLC Dimensional ETF Tr U S Target Transaction History
Mbm Wealth Consultants, LLC
- $307 Million
- Q3 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 $441,340. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,591
Previous 7,591
-0.0%
Holding current value
$441,340
Previous $393,000
7.38%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
666Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$822 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$723 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$511 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$302 Million2.46% of portfolio