Tumwater Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Tumwater Wealth Management, LLC
- $215 Billion
- Q2 2025
A detailed history of Tumwater Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tumwater Wealth Management, LLC holds 608,546 shares of DFAT stock, worth $35.1 Million. This represents 15.26% of its overall portfolio holdings.
Number of Shares
608,546
              Previous 563,732
              
        
           7.95%
        
      
          
        Holding current value
$35.1 Million
            Previous $29 Billion
            
        
           13.13%
        
      
          
        % of portfolio
15.26%
            Previous 15.14%
          
        Shares
	  3 transactions
	
  Others Institutions Holding DFAT
# of Institutions
801Shares Held
173MCall Options Held
0Put Options Held
0- 
    
      Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
- 
    
      Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
- 
    
      Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio