Activest Wealth Management Dimensional ETF Tr U S Target Transaction History
Activest Wealth Management
- $402 Million
- Q2 2025
A detailed history of Activest Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Activest Wealth Management holds 156,261 shares of DFAT stock, worth $9.01 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
156,261
Previous 160,687
2.75%
Holding current value
$9.01 Million
Previous $8.27 Million
1.91%
% of portfolio
2.1%
Previous 2.39%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio