Wedmont Private Capital Dimensional ETF Tr U S Target Transaction History
Wedmont Private Capital
- $1.99 Billion
- Q1 2025
A detailed history of Wedmont Private Capital transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wedmont Private Capital holds 7,916 shares of DFAT stock, worth $375,060. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,916
Previous 11,624
31.9%
Holding current value
$375,060
Previous $646,000
37.0%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
751Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$667 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$589 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$424 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$341 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$243 Million2.33% of portfolio