Babb Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Babb Wealth Advisors LLC
- $125 Billion
- Q1 2025
A detailed history of Babb Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Babb Wealth Advisors LLC holds 343,222 shares of DFAT stock, worth $18 Million. This represents 14.16% of its overall portfolio holdings.
Number of Shares
343,222
Previous 330,360
3.89%
Holding current value
$18 Million
Previous $18.4 Billion
3.89%
% of portfolio
14.16%
Previous 14.82%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio