Disciplined Equity Management, Inc. Dimensional ETF Tr U S Target Transaction History
Disciplined Equity Management, Inc.
- $169 Million
- Q2 2025
A detailed history of Disciplined Equity Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 402,185 shares of DFAT stock, worth $23.5 Million. This represents 12.83% of its overall portfolio holdings.
Number of Shares
402,185
Previous 336,131
19.65%
Holding current value
$23.5 Million
Previous $17.3 Million
25.39%
% of portfolio
12.83%
Previous 12.13%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
786Shares Held
171MCall 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