Secure Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Secure Asset Management, LLC
- $585 Million
- Q3 2025
A detailed history of Secure Asset Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Secure Asset Management, LLC holds 9,100 shares of DFAT stock, worth $524,524. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,100
Previous 9,100
-0.0%
Holding current value
$524,524
Previous $491,000
7.74%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares 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, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio