Avant Financial Advisors LLC Dimensional ETF Tr U S Target Transaction History
Avant Financial Advisors LLC
- $110 Billion
- Q1 2025
A detailed history of Avant Financial Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Avant Financial Advisors LLC holds 41,062 shares of DFAT stock, worth $2.13 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
41,062
Previous 41,154
0.22%
Holding current value
$2.13 Million
Previous $2.29 Billion
7.7%
% of portfolio
1.92%
Previous 2.1%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$723 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$645 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$460 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$327 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$262 Million1.97% of portfolio