Hmv Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Hmv Wealth Advisors, LLC
- $126 Billion
- Q1 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 165,197 shares of DFAT stock, worth $8.68 Million. This represents 6.75% of its overall portfolio holdings.
Number of Shares
165,197
Previous 99,377
66.23%
Holding current value
$8.68 Million
Previous $5.53 Billion
53.78%
% of portfolio
6.75%
Previous 5.54%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio