Diversify Advisory Services, LLC Dimensional ETF Tr U S Target Transaction History
Diversify Advisory Services, LLC
- $2.61 Trillion
- Q2 2025
A detailed history of Diversify Advisory Services, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 9,370 shares of DFAT stock, worth $530,435. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,370
Previous 11,232
16.58%
Holding current value
$530,435
Previous $556 Million
5.41%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
802Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$798 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$704 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$552 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$369 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$282 Million1.62% of portfolio