Marshall & Sterling Wealth Advisors Inc. Dimensional ETF Tr U S Target Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,233 shares of DFAT stock, worth $69,800. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,233
Previous 1,233
-0.0%
Holding current value
$69,800
Previous $63.5 Million
4.8%
% of portfolio
0.05%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$798 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$704 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$552 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$369 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$282 Million1.62% of portfolio