Sanctuary Wealth Management, L.L.C. Dimensional ETF Tr U S Target Transaction History
Sanctuary Wealth Management, L.L.C.
- $134 Million
- Q3 2024
A detailed history of Sanctuary Wealth Management, L.L.C. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sanctuary Wealth Management, L.L.C. holds 22,056 shares of DFAT stock, worth $1.27 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
22,056
Previous 22,368
1.39%
Holding current value
$1.27 Million
Previous $1.16 Million
5.69%
% of portfolio
0.92%
Previous 0.9%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio