Gentry Private Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Gentry Private Wealth, LLC
- $24 Billion
- Q4 2024
A detailed history of Gentry Private Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 4,050 shares of DFAT stock, worth $230,566. This represents 0.94% of its overall portfolio holdings.
Number of Shares
4,050
Previous 4,230
4.26%
Holding current value
$230,566
Previous $235 Million
4.2%
% of portfolio
0.94%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
711Shares Held
163MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$805 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$500 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio