Lauterbach Financial Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Lauterbach Financial Advisors, LLC
- $174 Million
- Q2 2025
A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 395,898 shares of DFAT stock, worth $22.8 Million. This represents 12.28% of its overall portfolio holdings.
Number of Shares
395,898
Previous 381,167
3.86%
Holding current value
$22.8 Million
Previous $19.6 Million
8.85%
% of portfolio
12.28%
Previous 12.79%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
792Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$356 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$285 Million1.74% of portfolio