Allworth Financial LP Dimensional ETF Tr U S Target Transaction History
Allworth Financial LP
- $20.2 Billion
- Q2 2025
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Allworth Financial LP holds 926,004 shares of DFAT stock, worth $52.8 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
926,004
Previous 812,869
13.92%
Holding current value
$52.8 Million
Previous $41.9 Million
19.38%
% of portfolio
0.25%
Previous 0.24%
Shares
17 transactions
Others Institutions Holding DFAT
# of Institutions
802Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$556 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$372 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$284 Million1.62% of portfolio