Beacon Financial Advisory LLC Dimensional ETF Tr U S Target Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 4,719 shares of DFAT stock, worth $233,684. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,719Holding current value
$233,684% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$697 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$616 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$443 Million9.85% of portfolio
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Index Fund Advisors, Inc.7.2MShares$356 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$254 Million2.33% of portfolio