Ellenbecker Investment Group Dimensional ETF Tr U S Target Transaction History
Ellenbecker Investment Group
- $637 Million
- Q3 2025
A detailed history of Ellenbecker Investment Group transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Ellenbecker Investment Group holds 4,564 shares of DFAT stock, worth $259,874. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,564
Previous 4,555
0.2%
Holding current value
$259,874
Previous $245,000
8.16%
% of portfolio
0.04%
Previous 0.04%
Shares
17 transactions
Others Institutions Holding DFAT
# of Institutions
814Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL10.2MShares$581 Million8.73% of portfolio
-
Index Fund Advisors, Inc.6.44MShares$367 Million18.52% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio