Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Target Transaction History
Werba Rubin Papier Wealth Management
- $424 Billion
- Q4 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 50,339 shares of DFAT stock, worth $2.88 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
50,339
Previous 50,490
0.3%
Holding current value
$2.88 Million
Previous $2.81 Billion
0.24%
% of portfolio
0.66%
Previous 0.66%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
745Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$806 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.81MShares$504 Million9.88% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$412 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$294 Million2.33% of portfolio