Tumwater Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Tumwater Wealth Management, LLC
- $191 Billion
- Q4 2024
A detailed history of Tumwater Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tumwater Wealth Management, LLC holds 551,592 shares of DFAT stock, worth $31.4 Million. This represents 16.1% of its overall portfolio holdings.
Number of Shares
551,592Holding current value
$31.4 Million% of portfolio
16.1%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
743Shares Held
166MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$802 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.81MShares$502 Million9.88% of portfolio
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Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio