Correct Capital Wealth Management Dimensional ETF Tr U S Target Transaction History
Correct Capital Wealth Management
- $325 Million
- Q2 2024
A detailed history of Correct Capital Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Correct Capital Wealth Management holds 9,033 shares of DFAT stock, worth $500,428. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,033
Previous 9,033
-0.0%
Holding current value
$500,428
Previous $491,000
4.68%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
651Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$689 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$408 Million22.37% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio