Measured Wealth Private Client Group, LLC Dimensional ETF Tr U S Target Transaction History
Measured Wealth Private Client Group, LLC
- $330 Million
- Q2 2025
A detailed history of Measured Wealth Private Client Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 21,846 shares of DFAT stock, worth $1.26 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
21,846
Previous 24,693
11.53%
Holding current value
$1.26 Million
Previous $1.27 Million
7.32%
% of portfolio
0.36%
Previous 0.41%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
801Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio