Tfc Financial Management Dimensional ETF Tr U S Target Transaction History
Tfc Financial Management
- $650 Million
- Q1 2025
A detailed history of Tfc Financial Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tfc Financial Management holds 527,987 shares of DFAT stock, worth $25.5 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
527,987
Previous 537,373
1.75%
Holding current value
$25.5 Million
Previous $29.9 Million
9.11%
% of portfolio
4.18%
Previous 4.74%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$679 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$600 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$431 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$347 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$248 Million2.33% of portfolio