Nova R Wealth, Inc. Dimensional ETF Tr U S Target Transaction History

Nova R Wealth, Inc.

$186 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$49.45 - $54.43 $189,294 - $208,358	3,828 New	3,828 $208,000

Others Institutions Holding DFAT

# of Institutions

647

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.3M
Shares

$766 Million
0.79% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$669 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.63M
Shares

$464 Million
9.23% of portfolio
Index Fund Advisors, Inc.

7.51M
Shares

$404 Million
22.58% of portfolio
Savant Capital, LLC

4.85M
Shares

$261 Million
2.47% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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