Winch Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Winch Advisory Services, LLC holds 43 shares of DFAT stock, worth $2,476. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,476

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$54.54 - $61.04 $2,345 - $2,624	43 New	43 $2,000

Others Institutions Holding DFAT

# of Institutions

681

Shares Held

159M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$815 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$716 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$506 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$415 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$296 Million
2.33% of portfolio

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Account

Winch Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History