Concentrum Wealth Management Dimensional ETF Tr U S Target Transaction History
Concentrum Wealth Management
- $284 Billion
- Q4 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 73,311 shares of DFAT stock, worth $3.81 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
73,311
Previous 62,478
17.34%
Holding current value
$3.81 Million
Previous $3.48 Billion
17.4%
% of portfolio
1.44%
Previous 1.35%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
749Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$731 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$647 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$465 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$374 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$267 Million2.33% of portfolio