Wealthstream Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Wealthstream Advisors, Inc.
- $502 Million
- Q3 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 78,475 shares of DFAT stock, worth $4.29 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
78,475
Previous 80,605
2.64%
Holding current value
$4.29 Million
Previous $4.18 Million
4.43%
% of portfolio
0.87%
Previous 1.59%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$773 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$679 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$480 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$403 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$284 Million2.46% of portfolio