Wealth Shield Partners, LLC Dimensional ETF Tr U S Target Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Wealth Shield Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 712 shares of DFAT stock, worth $40,562. This represents 0.01% of its overall portfolio holdings.
Number of Shares
712
Previous 712
-0.0%
Holding current value
$40,562
Previous $39,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
743Shares Held
166MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$802 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.81MShares$502 Million9.88% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio