Tobias Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Tobias Financial Advisors, Inc.
- $569 Million
- Q2 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 26,024 shares of DFAT stock, worth $1.5 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
26,024
Previous 26,730
2.64%
Holding current value
$1.5 Million
Previous $1.38 Million
2.03%
% of portfolio
0.25%
Previous 0.28%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio