Crewe Advisors LLC Dimensional ETF Tr U S Target Transaction History

Crewe Advisors LLC

$695 Million
Q1 2025

A detailed history of Crewe Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Crewe Advisors LLC holds 1,510 shares of DFAT stock, worth $74,775. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,510

Holding current value

$74,775

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$50.44 - $58.1 $76,164 - $87,731	1,510 New	1,510 $77,000

Others Institutions Holding DFAT

# of Institutions

758

Shares Held

168M

Call Options Held

500

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$697 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$616 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.94M
Shares

$443 Million
9.85% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$356 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$254 Million
2.33% of portfolio

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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