Mbm Wealth Consultants, LLC Dimensional ETF Tr U S Target Transaction History
Mbm Wealth Consultants, LLC
- $322 Million
- Q4 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 $419,175. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,591
Previous 7,591
-0.0%
Holding current value
$419,175
Previous $422,000
-0.0%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio