White Wing Wealth Management Dimensional ETF Tr U S Target Transaction History
White Wing Wealth Management
- $132 Million
- Q1 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 70,555 shares of DFAT stock, worth $3.46 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
70,555
Previous 65,538
7.66%
Holding current value
$3.46 Million
Previous $3.65 Million
0.41%
% of portfolio
2.74%
Previous 2.75%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio