Westmount Partners, LLC Dimensional ETF Tr U S Target Transaction History
Westmount Partners, LLC
- $328 Billion
- Q1 2025
A detailed history of Westmount Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Westmount Partners, LLC holds 8,876 shares of DFAT stock, worth $435,545. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,876
Previous 8,876
-0.0%
Holding current value
$435,545
Previous $494 Million
7.49%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
763Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$248 Million1.97% of portfolio