Sagespring Wealth Partners, LLC Dimensional ETF Tr U S Target Transaction History
Sagespring Wealth Partners, LLC
- $3.96 Trillion
- Q1 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 8,729 shares of DFAT stock, worth $458,796. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,729
Previous 3,893
124.22%
Holding current value
$458,796
Previous $217 Million
107.42%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares 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