Porter White Investment Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Porter White Investment Advisors, Inc.
- $215 Billion
- Q2 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 84,450 shares of DFAT stock, worth $4.73 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
84,450
Previous 84,356
0.11%
Holding current value
$4.73 Million
Previous $4.34 Billion
4.91%
% of portfolio
2.12%
Previous 2.15%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
778Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$782 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$498 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$346 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$283 Million1.97% of portfolio