Wetherby Asset Management Inc Dimensional ETF Tr U S Target Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 2024
A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wetherby Asset Management Inc holds 8,317 shares of DFAT stock, worth $394,059. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,317
Previous 8,317
-0.0%
Holding current value
$394,059
Previous $462,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$667 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$589 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$424 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$341 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$243 Million2.33% of portfolio