Clearstead Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Clearstead Advisors, LLC holds 5,605 shares of DFAT stock, worth $319,597. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,605
Previous 5,605
-0.0%
Holding current value
$319,597
Previous $288,000
4.86%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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