Winch Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History
Winch Advisory Services, LLC
- $427 Million
- Q3 2025
A detailed history of Winch Advisory Services, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Winch Advisory Services, LLC holds 44 shares of DFAT stock, worth $2,505. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44
Previous 43
2.33%
Holding current value
$2,505
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
814Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL10.2MShares$581 Million8.73% of portfolio
-
Index Fund Advisors, Inc.6.44MShares$367 Million18.52% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio