Strategic Wealth Partners, Ltd. Dimensional ETF Tr U S Target Call Options Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAT

# of Institutions

664

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$829 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$729 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$515 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$432 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$304 Million
2.46% 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 Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.