Babb Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Babb Wealth Advisors LLC
- $135 Billion
- Q2 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 358,514 shares of DFAT stock, worth $20.7 Million. This represents 14.28% of its overall portfolio holdings.
Number of Shares
358,514
Previous 343,222
4.46%
Holding current value
$20.7 Million
Previous $17.7 Billion
9.47%
% of portfolio
14.28%
Previous 14.16%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall 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, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio