White Wing Wealth Management Dimensional ETF Tr U S Target Transaction History
White Wing Wealth Management
- $121 Million
- Q1 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 47,852 shares of DFAT stock, worth $2.62 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
47,852Holding current value
$2.62 Million% of portfolio
2.15%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
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Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$693 Million7.81% of portfolio
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Forum Financial Management, LP Lombard, IL9.09MShares$498 Million9.57% of portfolio
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Index Fund Advisors, Inc.7.73MShares$424 Million23.74% of portfolio
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Savant Capital, LLC4.82MShares$264 Million3.04% of portfolio