Rooted Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Rooted Wealth Advisors, Inc.
- $256 Million
- Q4 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 56,288 shares of DFAT stock, worth $3.21 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
56,288
Previous 49,874
12.86%
Holding current value
$3.21 Million
Previous $2.74 Million
14.5%
% of portfolio
1.23%
Previous 1.22%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
743Shares Held
166MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$802 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.81MShares$502 Million9.88% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio