Center For Financial Planning, Inc. Dimensional ETF Tr U S Target Transaction History
Center For Financial Planning, Inc.
- $932 Million
- Q3 2025
A detailed history of Center For Financial Planning, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 1,300 shares of DFAT stock, worth $74,126. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,300
Previous 1,300
-0.0%
Holding current value
$74,126
Previous $70,000
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
802Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$556 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$372 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$284 Million1.62% of portfolio