Mine & Arao Wealth Creation & Management, Llc. Dimensional ETF Tr U S Target Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$218 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$39.72 - $47.15 $278 - $330	7 Added 0.42%	1,656 $67,000
Q2 2021 Aug 09, 2021	BUY	$43.52 - $46.03 $71,764 - $75,903	1,649 New	1,649 $74,000

Others Institutions Holding DFAT

# of Institutions

748

Shares Held

168M

Call Options Held

500

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$775 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$685 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.94M
Shares

$493 Million
9.85% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$396 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$283 Million
2.33% of portfolio

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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