Parkshore Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Parkshore Wealth Management, Inc.
- $166 Billion
- Q4 2024
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 95,019 shares of DFAT stock, worth $5.44 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
95,019Holding current value
$5.44 Million% of portfolio
3.18%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
745Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$806 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.81MShares$504 Million9.88% of portfolio
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Index Fund Advisors, Inc.7.2MShares$412 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$294 Million2.33% of portfolio