Kelly Financial Group LLC Dimensional ETF Tr U S Target Transaction History
Kelly Financial Group LLC
- $377 Billion
- Q3 2025
A detailed history of Kelly Financial Group LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Kelly Financial Group LLC holds 312,331 shares of DFAT stock, worth $17.8 Million. This represents 4.82% of its overall portfolio holdings.
Number of Shares
312,331
Previous 300,782
3.84%
Holding current value
$17.8 Million
Previous $16.2 Billion
12.02%
% of portfolio
4.82%
Previous 4.7%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
801Shares Held
173MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$803 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$282 Million4.76% of portfolio