Blue Sky Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Blue Sky Wealth Advisors, LLC
- $687 Million
- Q2 2025
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 289,256 shares of DFAT stock, worth $16.2 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
289,256
Previous 283,068
2.19%
Holding current value
$16.2 Million
Previous $14.6 Million
7.09%
% of portfolio
2.27%
Previous 2.26%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$782 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$498 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$346 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$283 Million1.97% of portfolio