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 $2,562. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,562

% 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

753

Shares Held

168M

Call Options Held

500

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$721 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$637 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.94M
Shares

$458 Million
9.85% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$369 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$263 Million
2.33% 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