Smallwood Wealth Investment Management, LLC Dimensional ETF Tr U S Target Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 309 shares of DFAT stock, worth $15,162. This represents 0.01% of its overall portfolio holdings.
Number of Shares
309Holding current value
$15,162% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
769Shares Held
167MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$684 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$248 Million1.97% of portfolio