Strategic Financial Concepts, LLC Dimensional ETF Tr U S Target Call Options Transaction History

Strategic Financial Concepts, LLC

$533 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAT

# of Institutions

779

Shares Held

170M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

13.9M
Shares

$783 Million
0.68% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$699 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.88M
Shares

$499 Million
8.65% of portfolio
Index Fund Advisors, Inc.

6.17M
Shares

$347 Million
19.45% of portfolio
Savant Capital, LLC

5.05M
Shares

$284 Million
1.97% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.