Tumwater Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Tumwater Wealth Management, LLC
- $192 Billion
- Q1 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 563,732 shares of DFAT stock, worth $29.4 Million. This represents 15.14% of its overall portfolio holdings.
Number of Shares
563,732
Previous 551,592
2.2%
Holding current value
$29.4 Million
Previous $30.7 Billion
5.46%
% of portfolio
15.14%
Previous 16.1%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$726 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$648 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$462 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$329 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$263 Million1.97% of portfolio