Ascent Group, LLC Dimensional ETF Tr U S Target Transaction History

Ascent Group, LLC

$2.65 Billion
Q3 2025

A detailed history of Ascent Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Ascent Group, LLC holds 3,622 shares of DFAT stock, worth $206,272. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,622

Holding current value

$206,272

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$53.36 - $59.69 $193,269 - $216,197	3,622 New	3,622 $210,000

Others Institutions Holding DFAT

# of Institutions

800

Shares Held

173M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$803 Million
0.66% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$708 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

9.75M
Shares

$555 Million
8.82% of portfolio
Index Fund Advisors, Inc.

6.52M
Shares

$371 Million
19.13% of portfolio
Pure Financial Advisors, LLC

4.96M
Shares

$282 Million
4.76% of portfolio

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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