Bdo Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Sep 03, 2021	BUY	$43.52 - $46.03 $164,810 - $174,315	3,787 New	3,787 $170,000

Others Institutions Holding DFAT

# of Institutions

666

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$822 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$723 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$511 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$428 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$302 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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