Albion Financial Group Dimensional ETF Tr U S Target Transaction History

Albion Financial Group

$1.38 Billion
Q1 2025

A detailed history of Albion Financial Group transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Albion Financial Group holds 1,301 shares of DFAT stock, worth $63,814. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,301

Holding current value

$63,814

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 25, 2025	BUY	$50.44 - $58.1 $65,622 - $75,588	1,301 New	1,301 $66,000

Others Institutions Holding DFAT

# of Institutions

756

Shares Held

168M

Call Options Held

500

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$690 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$610 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.94M
Shares

$439 Million
9.85% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$353 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$252 Million
2.33% of portfolio

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Albion Financial Group Dimensional ETF Tr U S Target Transaction History