Orion Portfolio Solutions, LLC Dimensional ETF Tr U S Target Transaction History
Orion Portfolio Solutions, LLC
- $9.27 Billion
- Q1 2025
A detailed history of Orion Portfolio Solutions, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 60,112 shares of DFAT stock, worth $3.13 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
60,112
Previous 59,631
0.81%
Holding current value
$3.13 Million
Previous $3.07 Million
0.81%
% of portfolio
0.03%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding DFAT
# of Institutions
769Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$726 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$648 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$462 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$329 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$263 Million1.97% of portfolio