One Ascent Family Office, LLC Dimensional ETF Tr U S Target Transaction History
One Ascent Family Office, LLC
- $107 Million
- Q1 2025
A detailed history of One Ascent Family Office, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, One Ascent Family Office, LLC holds 42,666 shares of DFAT stock, worth $2.09 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
42,666Holding current value
$2.09 Million% of portfolio
2.05%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
759Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
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Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
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Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio