Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Target Transaction History
Safeguard Investment Advisory Group, LLC
- $401 Million
- Q3 2025
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 13,249 shares of DFAT stock, worth $754,398. This represents 0.19% of its overall portfolio holdings.
Number of Shares
13,249
Previous 17,033
22.22%
Holding current value
$754,398
Previous $919,000
16.1%
% of portfolio
0.19%
Previous 0.23%
Shares
18 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio