Bcr Wealth Strategies, LLC Dimensional ETF Tr U S Target Transaction History
Bcr Wealth Strategies, LLC
- $212 Million
- Q3 2024
A detailed history of Bcr Wealth Strategies, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 12,802 shares of DFAT stock, worth $716,143. This represents 0.34% of its overall portfolio holdings.
Number of Shares
12,802
Previous 12,899
0.75%
Holding current value
$716,143
Previous $669,000
6.43%
% of portfolio
0.34%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
655Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$791 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$696 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$491 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$412 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$290 Million2.46% of portfolio