Meredith Wealth Planning Dimensional ETF Tr U S Target Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Meredith Wealth Planning holds 19,834 shares of DFAT stock, worth $1.09 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
19,834
Previous 19,731
0.52%
Holding current value
$1.09 Million
Previous $1.02 Billion
7.81%
% of portfolio
0.53%
Previous 0.54%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
652Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$774 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$680 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$481 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$403 Million22.37% of portfolio
-
Savant Capital, LLC4.85MShares$265 Million2.47% of portfolio