Foundations Investment Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 7,961 shares of DFAT stock, worth $450,672. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,961
Previous 4,883
63.04%
Holding current value
$450,672
Previous $263,000
76.05%
% of portfolio
0.01%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
801Shares Held
173MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$798 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$704 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$552 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$369 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$282 Million1.62% of portfolio