Omni 360 Wealth, Inc. Dimensional ETF Tr U S Target Transaction History
Omni 360 Wealth, Inc.
- $135 Billion
- Q2 2024
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 115,672 shares of DFAT stock, worth $6.31 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
115,672
Previous 108,324
6.78%
Holding current value
$6.31 Million
Previous $5.9 Billion
1.76%
% of portfolio
4.46%
Previous 4.79%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$777 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$678 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$471 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$409 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$264 Million2.47% of portfolio