Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Target Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 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 50,490 shares of DFAT stock, worth $2.83 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
50,490
Previous 49,628
1.74%
Holding current value
$2.83 Million
Previous $2.57 Billion
9.11%
% of portfolio
0.66%
Previous 0.71%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
671Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$794 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$698 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$493 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$414 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio