Asset Dedication, LLC Dimensional ETF Tr U S Target Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Asset Dedication, LLC holds 2,396,117 shares of DFAT stock, worth $138 Million. This represents 9.6% of its overall portfolio holdings.
Number of Shares
2,396,117
Previous 2,305,024
3.95%
Holding current value
$138 Million
Previous $119 Million
8.94%
% of portfolio
9.6%
Previous 9.82%
Shares
17 transactions
Others Institutions Holding DFAT
# of Institutions
792Shares Held
171MCall 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, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$356 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$285 Million1.74% of portfolio