Tci Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Tci Wealth Advisors, Inc.
- $1.15 Billion
- Q1 2025
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 488,873 shares of DFAT stock, worth $25.7 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
488,873
Previous 499,751
2.18%
Holding current value
$25.7 Million
Previous $27.8 Million
9.51%
% of portfolio
2.18%
Previous 2.46%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio