Wealthstream Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 81,772 shares of DFAT stock, worth $4.19 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
81,772
Previous 82,449
0.82%
Holding current value
$4.19 Million
Previous $4.31 Million
3.15%
% of portfolio
1.74%
Previous 1.81%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$701 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$648 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$465 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$396 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$247 Million3.04% of portfolio