New Edge Advisors, LLC Dimensional ETF Tr U S Target Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, New Edge Advisors, LLC holds 97,705 shares of DFAT stock, worth $5.48 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
97,705
Previous 97,848
0.15%
Holding current value
$5.48 Million
Previous $5.45 Million
7.64%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$782 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$498 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$346 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$283 Million1.97% of portfolio