Parkwoods Wealth Partners, LLC Dimensional ETF Tr U S Target Transaction History
Parkwoods Wealth Partners, LLC
- $126 Billion
- Q4 2024
A detailed history of Parkwoods Wealth Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Parkwoods Wealth Partners, LLC holds 585,752 shares of DFAT stock, worth $32.3 Million. This represents 25.93% of its overall portfolio holdings.
Number of Shares
585,752
Previous 566,906
3.32%
Holding current value
$32.3 Million
Previous $31.5 Billion
3.38%
% of portfolio
25.93%
Previous 25.94%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio