Long Island Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Long Island Wealth Management, Inc.
- $211 Billion
- Q4 2025
A detailed history of Long Island Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 25,924 shares of DFAT stock, worth $1.48 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
25,924
Previous 19,687
31.68%
Holding current value
$1.48 Million
Previous $1.15 Billion
34.68%
% of portfolio
0.73%
Previous 0.56%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
814Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL10.2MShares$581 Million8.73% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio