Sanctuary Wealth Management, L.L.C. Dimensional ETF Tr U S Target Transaction History
Sanctuary Wealth Management, L.L.C.
- $141 Million
- Q4 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 17,323 shares of DFAT stock, worth $956,576. This represents 0.68% of its overall portfolio holdings.
Number of Shares
17,323
Previous 22,056
21.46%
Holding current value
$956,576
Previous $1.23 Million
21.37%
% of portfolio
0.68%
Previous 0.92%
Shares
11 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