Meredith Wealth Planning Dimensional ETF Tr U S Target Transaction History
Meredith Wealth Planning
- $275 Billion
- Q2 2025
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Meredith Wealth Planning holds 23,753 shares of DFAT stock, worth $1.3 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
23,753
Previous 19,794
20.0%
Holding current value
$1.3 Million
Previous $1.02 Billion
25.76%
% of portfolio
0.47%
Previous 0.45%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$766 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$683 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$514 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$339 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$277 Million1.97% of portfolio