Midland Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Midland Wealth Advisors LLC
- $1.62 Trillion
- Q1 2024
A detailed history of Midland Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 5,429 shares of DFAT stock, worth $278,019. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,429
Previous 5,418
0.2%
Holding current value
$278,019
Previous $284 Million
4.22%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$701 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$648 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$465 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$396 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$247 Million3.04% of portfolio