Valued Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Valued Wealth Advisors LLC
- $146 Billion
- Q2 2024
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 71,121 shares of DFAT stock, worth $3.95 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
71,121
Previous 75,145
5.35%
Holding current value
$3.95 Million
Previous $4.09 Billion
9.81%
% of portfolio
2.53%
Previous 2.9%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio