Sequent Asset Management, LLC Dimensional ETF Tr U S Target Transaction History
Sequent Asset Management, LLC
- $132 Million
- Q3 2025
A detailed history of Sequent Asset Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Sequent Asset Management, LLC holds 5,932 shares of DFAT stock, worth $335,810. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,932
Previous 5,932
-0.0%
Holding current value
$335,810
Previous $320,000
7.81%
% of portfolio
0.26%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$798 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$704 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$552 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$369 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$282 Million1.62% of portfolio