White Wing Wealth Management Dimensional ETF Tr U S Target Transaction History
White Wing Wealth Management
- $158 Million
- Q3 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 81,094 shares of DFAT stock, worth $4.62 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
81,094
Previous 71,655
13.17%
Holding current value
$4.62 Million
Previous $3.87 Million
22.09%
% of portfolio
2.99%
Previous 2.65%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio