Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Target Transaction History
Werba Rubin Papier Wealth Management
- $345 Billion
- Q1 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 47,949 shares of DFAT stock, worth $2.45 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
47,949
Previous 41,107
16.64%
Holding current value
$2.45 Million
Previous $2.15 Billion
21.32%
% of portfolio
0.76%
Previous 0.73%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
631Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$698 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$645 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$463 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$394 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$246 Million3.04% of portfolio