Ellenbecker Investment Group Dimensional ETF Tr U S Target Transaction History
Ellenbecker Investment Group
- $581 Million
- Q2 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 4,555 shares of DFAT stock, worth $249,249. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,555
Previous 4,547
0.18%
Holding current value
$249,249
Previous $234,000
4.7%
% of portfolio
0.04%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
774Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$512 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$338 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$271 Million1.74% of portfolio