Olistico Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Olistico Wealth, LLC
- $180 Billion
- Q2 2025
A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Olistico Wealth, LLC holds 13,221 shares of DFAT stock, worth $726,229. This represents 0.4% of its overall portfolio holdings.
Number of Shares
13,221
Previous 13,271
0.38%
Holding current value
$726,229
Previous $683 Million
4.4%
% of portfolio
0.4%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
777Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$766 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$683 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$514 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$339 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$277 Million1.97% of portfolio