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 $81,494. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,510

Holding current value

$81,494

% 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

771

Shares Held

168M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

13.9M
Shares

$753 Million
0.68% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$671 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.88M
Shares

$479 Million
8.65% of portfolio
Index Fund Advisors, Inc.

6.31M
Shares

$341 Million
20.84% of portfolio
Savant Capital, LLC

5.05M
Shares

$272 Million
1.97% of portfolio

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account