Wp Wealth LLP Dimensional ETF Tr U S Target Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 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 487,367 shares of DFAT stock, worth $23.9 Million. This represents 5.54% of its overall portfolio holdings.
Number of Shares
487,367
Previous 465,986
4.59%
Holding current value
$23.9 Million
Previous $25.9 Billion
4.64%
% of portfolio
5.54%
Previous 5.37%
Shares
9 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