White Wing Wealth Management Dimensional ETF Tr U S Target Transaction History
White Wing Wealth Management
- $146 Million
- Q2 2025
A detailed history of White Wing Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, White Wing Wealth Management holds 71,655 shares of DFAT stock, worth $4.04 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
71,655
Previous 70,555
1.56%
Holding current value
$4.04 Million
Previous $3.63 Million
6.44%
% of portfolio
2.65%
Previous 2.74%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$786 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$701 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$500 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$356 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$285 Million1.97% of portfolio