Wr Wealth Planners, LLC Dimensional ETF Tr U S Target Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 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 $6,566. This represents 0.0% of its overall portfolio holdings.
Number of Shares
114
Previous 113
0.88%
Holding current value
$6,566
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
680Shares Held
158MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$415 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$296 Million2.33% of portfolio