Wedmont Private Capital Dimensional ETF Tr U S Target Transaction History
Wedmont Private Capital
- $1.35 Billion
- Q1 2024
A detailed history of Wedmont Private Capital transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wedmont Private Capital holds 7,841 shares of DFAT stock, worth $405,144. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,841
Previous 9,801
20.0%
Holding current value
$405,144
Previous $512,000
16.8%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
630Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$708 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$653 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$469 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio