Summit Trail Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Summit Trail Advisors, LLC
- $5.73 Billion
- Q2 2025
A detailed history of Summit Trail Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 17,382 shares of DFAT stock, worth $991,121. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,382
Previous 17,382
-0.0%
Holding current value
$991,121
Previous $894,000
4.81%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
802Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$556 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$372 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$284 Million1.62% of portfolio