Fmfe Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Fmfe Wealth Management, LLC
- $108 Billion
- Q2 2024
A detailed history of Fmfe Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fmfe Wealth Management, LLC holds 535,869 shares of DFAT stock, worth $30.2 Million. This represents 25.82% of its overall portfolio holdings.
Number of Shares
535,869
Previous 532,451
0.64%
Holding current value
$30.2 Million
Previous $29 Billion
4.09%
% of portfolio
25.82%
Previous 26.58%
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
-
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