N.E.W. Advisory Services LLC Dimensional ETF Tr U S Target Transaction History

N.E.W. Advisory Services LLC

$1.25 Billion
Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 62 shares of DFAT stock, worth $3,475. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,475

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$50.44 - $58.1 $3,127 - $3,602	62 New	62 $3,000

Others Institutions Holding DFAT

# of Institutions

778

Shares Held

170M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

13.9M
Shares

$782 Million
0.68% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$697 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.88M
Shares

$498 Million
8.65% of portfolio
Index Fund Advisors, Inc.

6.17M
Shares

$346 Million
19.45% of portfolio
Savant Capital, LLC

5.05M
Shares

$283 Million
1.97% of portfolio

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
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N.E.W. Advisory Services LLC Dimensional ETF Tr U S Target Transaction History