Modern Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 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 $415,759. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,303Holding current value
$415,759% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
703Shares Held
162MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$805 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$500 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio