Concentrum Wealth Management Dimensional ETF Tr U S Target Transaction History
Concentrum Wealth Management
- $257 Billion
- Q3 2024
A detailed history of Concentrum Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Concentrum Wealth Management holds 62,478 shares of DFAT stock, worth $3.52 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
62,478
Previous 50,775
23.05%
Holding current value
$3.52 Million
Previous $2.63 Billion
31.97%
% of portfolio
1.35%
Previous 1.11%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$797 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$701 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$495 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$415 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$292 Million2.46% of portfolio