Wr Wealth Planners, LLC Dimensional ETF Tr U S Target Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 114 shares of DFAT stock, worth $6,740. This represents 0.0% of its overall portfolio holdings.
Number of Shares
114
Previous 114
-0.0%
Holding current value
$6,740
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$833 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$735 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$553 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$365 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$292 Million1.74% of portfolio