Semmax Financial Advisors Inc. Dimensional ETF Tr U S Target Transaction History

Semmax Financial Advisors Inc.

$355 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 16, 2024	BUY	$49.45 - $54.43 $49 - $54	1 Added 0.83%	121 $6,000
Q4 2023 Feb 14, 2024	BUY	$42.71 - $53.09 $5,125 - $6,370	120 New	120 $6,000

Others Institutions Holding DFAT

# of Institutions

699

Shares Held

162M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$814 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$716 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$506 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$414 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$295 Million
2.33% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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