Weinberger Asset Management, Inc Dimensional ETF Tr U S Target Transaction History
Weinberger Asset Management, Inc
- $239 Billion
- Q4 2024
A detailed history of Weinberger Asset Management, Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 54,788 shares of DFAT stock, worth $3.13 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
54,788
Previous 50,383
8.74%
Holding current value
$3.13 Million
Previous $2.8 Billion
8.8%
% of portfolio
1.27%
Previous 1.19%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
693Shares Held
160MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$809 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$502 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$412 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$294 Million2.33% of portfolio