Better Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Better Wealth, LLC
- $330 Million
- Q3 2024
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Better Wealth, LLC holds 64,786 shares of DFAT stock, worth $3.63 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
64,786
Previous 68,244
5.07%
Holding current value
$3.63 Million
Previous $3.54 Million
1.84%
% of portfolio
1.09%
Previous 1.16%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio