Whalen Wealth Management Inc. Dimensional ETF Tr U S Target Call Options Transaction History

Whalen Wealth Management Inc.

$144 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAT

# of Institutions

743

Shares Held

166M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$802 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$709 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.81M
Shares

$502 Million
9.88% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$410 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$292 Million
2.33% of portfolio

About DIMENSIONAL ETF TR U S TARGET

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