Avondale Wealth Management Dimensional ETF Tr U S Target Transaction History
Avondale Wealth Management
- $170 Million
- Q3 2025
A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Avondale Wealth Management holds 119,780 shares of DFAT stock, worth $6.82 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
119,780
Previous 135,956
11.9%
Holding current value
$6.82 Million
Previous $7.34 Million
4.96%
% of portfolio
4.09%
Previous 4.46%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
808Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio