Wp Wealth LLP Dimensional ETF Tr U S Target Transaction History
Wp Wealth LLP
- $554 Billion
- Q2 2025
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 361,668 shares of DFAT stock, worth $20.8 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
361,668
Previous 487,367
25.79%
Holding current value
$20.8 Million
Previous $27.1 Billion
28.06%
% of portfolio
3.52%
Previous 5.54%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio