Walter & Keenan Wealth Management LLC Dimensional ETF Tr U S Target Transaction History
Walter & Keenan Wealth Management LLC
- $313 Million
- Q2 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 42,219 shares of DFAT stock, worth $2.34 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
42,219Holding current value
$2.34 Million% of portfolio
0.7%Shares
1 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
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
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Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
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Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio