Warwick Investment Management, Inc. Dimensional ETF Tr U S Target Transaction History
Warwick Investment Management, Inc.
- $420 Million
- Q3 2024
A detailed history of Warwick Investment Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Warwick Investment Management, Inc. holds 15,903 shares of DFAT stock, worth $924,600. This represents 0.21% of its overall portfolio holdings.
Number of Shares
15,903
Previous 15,846
0.36%
Holding current value
$924,600
Previous $821,000
7.67%
% of portfolio
0.21%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
666Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$822 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$723 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$511 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$302 Million2.46% of portfolio