Midland Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Midland Wealth Advisors LLC
- $1.71 Trillion
- Q3 2024
A detailed history of Midland Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 5,471 shares of DFAT stock, worth $299,920. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,471
Previous 5,452
0.35%
Holding current value
$299,920
Previous $283 Million
7.64%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
652Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$775 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$682 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$482 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$404 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$285 Million2.46% of portfolio