Lumature Wealth Partners, LLC Dimensional ETF Tr U S Target Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
A detailed history of Lumature Wealth Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 2,615 shares of DFAT stock, worth $135,117. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,615Holding current value
$135,117% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$727 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$643 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$462 Million9.85% of portfolio
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Index Fund Advisors, Inc.7.2MShares$372 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$265 Million2.33% of portfolio