Mattern Wealth Management LLC Dimensional ETF Tr U S Target Transaction History
Mattern Wealth Management LLC
- $418 Million
- Q1 2025
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mattern Wealth Management LLC holds 36,582 shares of DFAT stock, worth $1.76 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
36,582
Previous 41,005
10.79%
Holding current value
$1.76 Million
Previous $2.28 Million
17.48%
% of portfolio
0.45%
Previous 0.54%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
751Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$679 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$600 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$431 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$347 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$248 Million2.33% of portfolio