Partners In Financial Planning Dimensional ETF Tr U S Target Transaction History
Partners In Financial Planning
- $578 Billion
- Q3 2025
A detailed history of Partners In Financial Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Partners In Financial Planning holds 19,065 shares of DFAT stock, worth $1.09 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
19,065
Previous 19,016
0.26%
Holding current value
$1.09 Million
Previous $1.03 Billion
8.16%
% of portfolio
0.19%
Previous 0.19%
Shares
18 transactions
Others Institutions Holding DFAT
# of Institutions
808Shares Held
170MCall 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