Urban Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Urban Wealth Management, LLC

$29.7 Million
Q2 2022

A detailed history of Urban Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Urban Wealth Management, LLC holds 50 shares of DFAT stock, worth $2,560. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,560

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	BUY	$39.72 - $47.15 $1,986 - $2,357	50 New	50 $2,000

Others Institutions Holding DFAT

# of Institutions

632

Shares Held

151M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

13.7M
Shares

$701 Million
0.83% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.6M
Shares

$648 Million
7.81% of portfolio
Forum Financial Management, LP Lombard, IL

9.09M
Shares

$465 Million
9.57% of portfolio
Index Fund Advisors, Inc.

7.73M
Shares

$396 Million
23.74% of portfolio
Savant Capital, LLC

4.82M
Shares

$247 Million
3.04% of portfolio

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Urban Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History