White Wing Wealth Management Dimensional ETF Tr U S Target Transaction History
White Wing Wealth Management
- $128 Million
- Q3 2024
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 64,226 shares of DFAT stock, worth $3.56 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
64,226
Previous 65,994
2.68%
Holding current value
$3.56 Million
Previous $3.42 Million
4.35%
% of portfolio
2.79%
Previous 2.78%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$409 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$288 Million2.46% of portfolio