New England Private Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
New England Private Wealth Advisors LLC
- $617 Million
- Q4 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 270,306 shares of DFAT stock, worth $13.3 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
270,306
Previous 275,991
2.06%
Holding current value
$13.3 Million
Previous $15.4 Million
2.01%
% of portfolio
2.44%
Previous 2.53%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio