Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr U S Target Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.42 Billion
- Q3 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 29,869 shares of DFAT stock, worth $1.67 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
29,869
Previous 29,860
0.03%
Holding current value
$1.67 Million
Previous $1.55 Million
7.3%
% of portfolio
0.07%
Previous 0.07%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio