Meredith Wealth Planning Dimensional ETF Tr U S Target Transaction History
Meredith Wealth Planning
- $224 Billion
- Q4 2024
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 19,808 shares of DFAT stock, worth $971,582. This represents 0.49% of its overall portfolio holdings.
Number of Shares
19,808
Previous 19,834
0.13%
Holding current value
$971,582
Previous $1.1 Billion
0.08%
% of portfolio
0.49%
Previous 0.53%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
756Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$690 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$439 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$353 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio