Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Target Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 12,314 shares of DFAT stock, worth $709,778. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,314Holding current value
$709,778% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
802Shares Held
173MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
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Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
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Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio