Significant Wealth Partners LLC Dimensional ETF Tr U S Target Transaction History
Significant Wealth Partners LLC
- $178 Billion
- Q2 2024
A detailed history of Significant Wealth Partners LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Significant Wealth Partners LLC holds 4,611 shares of DFAT stock, worth $255,772. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,611
Previous 4,611
-0.0%
Holding current value
$255,772
Previous $251 Million
4.7%
% of portfolio
0.13%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio