Facet Wealth, Inc. Dimensional ETF Tr U S Target Transaction History

Facet Wealth, Inc.

$3.68 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 21, 2021	BUY	$43.52 - $46.03 $235,878 - $249,482	5,420 New	5,420 $243,000

Others Institutions Holding DFAT

# of Institutions

748

Shares Held

168M

Call Options Held

500

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$777 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$687 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.94M
Shares

$494 Million
9.85% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$397 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$283 Million
2.33% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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