Lauer Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Lauer Wealth, LLC
- $150 Billion
- Q4 2024
A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lauer Wealth, LLC holds 29,075 shares of DFAT stock, worth $1.66 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
29,075
Previous 29,075
-0.0%
Holding current value
$1.66 Million
Previous $1.6 Billion
1.22%
% of portfolio
1.08%
Previous 1.23%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
743Shares Held
166MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$802 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.81MShares$502 Million9.88% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio