Wealthstream Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 73,138 shares of DFAT stock, worth $4.17 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
73,138
Previous 78,475
6.8%
Holding current value
$4.17 Million
Previous $4.37 Million
6.76%
% of portfolio
0.78%
Previous 0.87%
Shares
11 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