Long View Wealth Management Dimensional ETF Tr U S Target Transaction History
Long View Wealth Management
- $328 Billion
- Q4 2024
A detailed history of Long View Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Long View Wealth Management holds 11,600 shares of DFAT stock, worth $654,356. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,600
Previous 11,600
-0.0%
Holding current value
$654,356
Previous $645 Million
0.05%
% of portfolio
0.2%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
734Shares Held
165MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$798 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$702 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.81MShares$497 Million9.88% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$406 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$290 Million2.33% of portfolio