Creative One Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Creative One Wealth, LLC
- $3.35 Billion
- Q2 2025
A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Creative One Wealth, LLC holds 8,512 shares of DFAT stock, worth $496,930. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,512
Previous 9,372
9.18%
Holding current value
$496,930
Previous $482,000
4.77%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
785Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$823 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$726 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$546 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$360 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$289 Million1.74% of portfolio