Midland Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Midland Wealth Advisors LLC
- $1.87 Trillion
- Q3 2025
A detailed history of Midland Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 5,560 shares of DFAT stock, worth $317,031. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,560
Previous 5,534
0.47%
Holding current value
$317,031
Previous $299 Million
8.39%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
802Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$556 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$372 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$284 Million1.62% of portfolio