Porter White Investment Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Porter White Investment Advisors, Inc.
- $202 Billion
- Q1 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 84,356 shares of DFAT stock, worth $4.43 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
84,356Holding current value
$4.43 Million% of portfolio
2.15%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
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Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
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Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio