Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51.9 Billion
- Q1 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 4,350 shares of DFAT stock, worth $225,634. This represents 0.46% of its overall portfolio holdings.
Number of Shares
4,350
Previous 4,350
-0.0%
Holding current value
$225,634
Previous $228 Million
4.01%
% of portfolio
0.46%
Previous 0.46%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$710 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$656 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$471 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$401 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$250 Million3.04% of portfolio