Whalen Wealth Management Inc. Dimensional ETF Tr U S Target Transaction History
Whalen Wealth Management Inc.
- $135 Billion
- Q1 2024
A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 5,542 shares of DFAT stock, worth $303,535. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,542
Previous 5,542
-0.0%
Holding current value
$303,535
Previous $290 Million
4.01%
% of portfolio
0.22%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
153MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$750 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$693 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$498 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$424 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$264 Million3.04% of portfolio