Vertex Planning Partners, LLC Dimensional ETF Tr U S Target Transaction History
Vertex Planning Partners, LLC
- $458 Billion
- Q1 2025
A detailed history of Vertex Planning Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,969 shares of DFAT stock, worth $223,653. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,969Holding current value
$223,653% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$786 Million0.68% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$701 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.88MShares$500 Million8.65% of portfolio
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Index Fund Advisors, Inc.6.31MShares$356 Million20.84% of portfolio
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Savant Capital, LLC5.05MShares$285 Million1.97% of portfolio