Rialto Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 6,309 shares of DFAT stock, worth $363,650. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,309
Previous 6,004
5.08%
Holding current value
$363,650
Previous $309,000
10.03%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
798Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio