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 $7.97 Million. This represents 6.75% of its overall portfolio holdings.
Number of Shares
165,197
Previous 99,377
66.23%
Holding current value
$7.97 Million
Previous $5.53 Billion
53.78%
% of portfolio
6.75%
Previous 5.54%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
752Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$679 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$600 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$431 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$347 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$248 Million2.33% of portfolio