Wp Wealth LLP Dimensional ETF Tr U S Target Transaction History
Wp Wealth LLP
- $482 Billion
- Q3 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wp Wealth LLP holds 465,986 shares of DFAT stock, worth $26.1 Million. This represents 5.37% of its overall portfolio holdings.
Number of Shares
465,986
Previous 442,309
5.35%
Holding current value
$26.1 Million
Previous $22.9 Billion
12.99%
% of portfolio
5.37%
Previous 5.54%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio