Omni 360 Wealth, Inc. Dimensional ETF Tr U S Target Transaction History
Omni 360 Wealth, Inc.
- $178 Billion
- Q3 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 144,511 shares of DFAT stock, worth $8.23 Million. This represents 4.72% of its overall portfolio holdings.
Number of Shares
144,511
Previous 135,284
6.82%
Holding current value
$8.23 Million
Previous $7.3 Billion
15.23%
% of portfolio
4.72%
Previous 3.6%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio