Modern Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,303 shares of DFAT stock, worth $380,121. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,303
Previous 7,303
-0.0%
Holding current value
$380,121
Previous $406 Million
2.53%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
754Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$732 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$647 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$466 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$375 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$267 Million2.33% of portfolio