Nova R Wealth, Inc. Dimensional ETF Tr U S Target Transaction History
Nova R Wealth, Inc.
- $186 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
647Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$766 Million0.79% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$669 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.63MShares$464 Million9.23% of portfolio
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Index Fund Advisors, Inc.7.51MShares$404 Million22.58% of portfolio
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Savant Capital, LLC4.85MShares$261 Million2.47% of portfolio