Wealthspan Partners, LLC Dimensional ETF Tr U S Target Transaction History
Wealthspan Partners, LLC
- $205 Million
- Q1 2025
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealthspan Partners, LLC holds 21,190 shares of DFAT stock, worth $1.04 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
21,190
Previous 21,276
0.4%
Holding current value
$1.04 Million
Previous $1.18 Million
7.85%
% of portfolio
0.53%
Previous 0.58%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
756Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$690 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$439 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$353 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio