Cpwm, LLC Dimensional ETF Tr U S Target Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cpwm, LLC holds 74,118 shares of DFAT stock, worth $4.16 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
74,118
Previous 36,859
101.09%
Holding current value
$4.16 Million
Previous $1.48 Million
94.87%
% of portfolio
0.27%
Previous 0.13%
Shares
5 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