Eq Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Eq Wealth Advisors, LLC

$126 Billion
Q1 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 544 shares of DFAT stock, worth $28,592. This represents 0.02% of its overall portfolio holdings.

Number of Shares

544

Holding current value

$28,592

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$50.44 - $58.1 $27,439 - $31,606	544 New	544 $28 Million

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

13.9M
Shares

$733 Million
0.68% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$654 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.88M
Shares

$467 Million
8.65% of portfolio
Index Fund Advisors, Inc.

6.31M
Shares

$332 Million
20.84% of portfolio
Savant Capital, LLC

5.05M
Shares

$265 Million
1.97% of portfolio

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Eq Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History