Wealth Management Strategies, Inc. Dimensional ETF Tr U S Target Transaction History
Wealth Management Strategies, Inc.
- $129 Million
- Q4 2024
A detailed history of Wealth Management Strategies, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 10,224 shares of DFAT stock, worth $564,569. This represents 0.44% of its overall portfolio holdings.
Number of Shares
10,224Holding current value
$564,569% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
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Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio