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

Nova R Wealth, Inc.

$202 Million
Q2 2025

A detailed history of Nova R Wealth, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Nova R Wealth, Inc. holds 3,902 shares of DFAT stock, worth $224,911. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,902

Holding current value

$224,911

% of portfolio

0.1%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$44.8 - $53.97 $174,809 - $210,590	3,902 New	3,902 $210,000
Q4 2024 Jan 30, 2025	BUY	$54.54 - $61.04 $763 - $854	14 Added 0.36%	3,872 $215,000
Q3 2024 Oct 15, 2024	BUY	$51.0 - $57.07 $196,758 - $220,176	3,858 New	3,858 $214,000
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

795

Shares Held

172M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$812 Million
0.66% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$717 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

9.35M
Shares

$539 Million
8.76% of portfolio
Index Fund Advisors, Inc.

6.17M
Shares

$356 Million
19.45% of portfolio
Pure Financial Advisors, LLC

4.96M
Shares

$286 Million
4.76% of portfolio

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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