One Ascent Family Office, LLC Dimensional ETF Tr U S Target Transaction History
One Ascent Family Office, LLC
- $97.4 Million
- Q3 2025
A detailed history of One Ascent Family Office, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, One Ascent Family Office, LLC holds 42,666 shares of DFAT stock, worth $2.46 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
42,666
Previous 42,666
-0.0%
Holding current value
$2.46 Million
Previous $2.3 Million
7.86%
% of portfolio
2.55%
Previous 2.18%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
805Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$287 Million1.62% of portfolio