Omni 360 Wealth, Inc. Dimensional ETF Tr U S Target Transaction History
Omni 360 Wealth, Inc.
- $171 Billion
- Q1 2025
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 137,839 shares of DFAT stock, worth $7.24 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
137,839
Previous 132,979
3.65%
Holding current value
$7.24 Million
Previous $7.4 Billion
4.11%
% of portfolio
4.15%
Previous 4.64%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio