New Edge Advisors, LLC Dimensional ETF Tr U S Target Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 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 99,098 shares of DFAT stock, worth $5.52 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
99,098
Previous 97,705
1.43%
Holding current value
$5.52 Million
Previous $5.03 Million
6.3%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
787Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$786 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$521 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$344 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$276 Million1.74% of portfolio