Rise Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Rise Advisors, LLC
- $249 Million
- Q3 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 493 shares of DFAT stock, worth $28,416. This represents 0.01% of its overall portfolio holdings.
Number of Shares
493
Previous 234,148
99.79%
Holding current value
$28,416
Previous $12.6 Million
99.78%
% of portfolio
0.01%
Previous 5.22%
Shares
15 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.6.17MShares$356 Million19.45% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio