Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Target Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 50,490 shares of DFAT stock, worth $2.91 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
50,490
Previous 49,628
1.74%
Holding current value
$2.91 Million
Previous $2.57 Billion
9.11%
% of portfolio
0.66%
Previous 0.71%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio