Omni 360 Wealth, Inc. Dimensional ETF Tr U S Target Transaction History
Omni 360 Wealth, Inc.
- $203 Billion
- Q2 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 135,284 shares of DFAT stock, worth $7.96 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
135,284
Previous 137,839
1.85%
Holding current value
$7.96 Million
Previous $7.1 Billion
2.85%
% of portfolio
3.6%
Previous 4.15%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$829 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$732 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$550 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$363 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$291 Million1.74% of portfolio