Parkworth Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Parkworth Wealth Management, Inc.
- $125 Billion
- Q1 2025
A detailed history of Parkworth Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 81,886 shares of DFAT stock, worth $4.46 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
81,886
Previous 81,718
0.21%
Holding current value
$4.46 Million
Previous $4.55 Billion
7.3%
% of portfolio
3.37%
Previous 3.78%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$760 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$678 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$510 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$336 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$270 Million1.74% of portfolio