Mason Investment Advisory Services, Inc. Dimensional ETF Tr U S Target Transaction History
Mason Investment Advisory Services, Inc.
- $2.01 Trillion
- Q3 2025
A detailed history of Mason Investment Advisory Services, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 119,908 shares of DFAT stock, worth $6.83 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
119,908
Previous 119,501
0.34%
Holding current value
$6.83 Million
Previous $6.45 Billion
8.24%
% of portfolio
0.35%
Previous 0.35%
Shares
17 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall 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, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio