Parkshore Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Parkshore Wealth Management, Inc.
- $172 Billion
- Q1 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 93,269 shares of DFAT stock, worth $4.9 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
93,269
Previous 95,019
1.84%
Holding current value
$4.9 Million
Previous $5.29 Billion
9.2%
% of portfolio
2.79%
Previous 3.18%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio