Modern Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,303 shares of DFAT stock, worth $424,596. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,303Holding current value
$424,596% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
666Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$822 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$723 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$511 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
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Savant Capital, LLC5.19MShares$302 Million2.46% of portfolio