Intelligent Financial Strategies Dimensional ETF Tr U S Target Transaction History
Intelligent Financial Strategies
- $186 Million
- Q1 2025
A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Intelligent Financial Strategies holds 729 shares of DFAT stock, worth $35,772. This represents 0.02% of its overall portfolio holdings.
Number of Shares
729
Previous 729
-0.0%
Holding current value
$35,772
Previous $40,000
7.5%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
768Shares Held
167MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$684 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$248 Million1.97% of portfolio