One Ascent Family Office, LLC Dimensional ETF Tr U S Target Transaction History
One Ascent Family Office, LLC
- $106 Million
- Q2 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 $2.33 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
42,666
Previous 42,666
-0.0%
Holding current value
$2.33 Million
Previous $2.2 Million
4.45%
% of portfolio
2.18%
Previous 2.05%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
774Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$512 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$338 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$271 Million1.74% of portfolio