Financial Consulate, Inc Dimensional ETF Tr U S Target Transaction History
Financial Consulate, Inc
- $486 Million
- Q2 2025
A detailed history of Financial Consulate, Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Financial Consulate, Inc holds 64,317 shares of DFAT stock, worth $3.61 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
64,317
Previous 135,835
52.65%
Holding current value
$3.61 Million
Previous $6.99 Million
50.39%
% of portfolio
0.71%
Previous 1.85%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
775Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$783 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$699 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$499 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$355 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$284 Million1.97% of portfolio