Rise Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Rise Advisors, LLC
- $242 Million
- Q2 2025
A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rise Advisors, LLC holds 234,148 shares of DFAT stock, worth $12.8 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
234,148
Previous 224,218
4.43%
Holding current value
$12.8 Million
Previous $11.5 Million
9.44%
% of portfolio
5.22%
Previous 5.25%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$760 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$678 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$510 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$336 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$270 Million1.74% of portfolio