Trifecta Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Trifecta Capital Advisors, LLC
- $601 Billion
- Q2 2025
A detailed history of Trifecta Capital Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 1,116 shares of DFAT stock, worth $65,654. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,116
Previous 1,512
26.19%
Holding current value
$65,654
Previous $77.9 Million
22.65%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$829 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$732 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$550 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$363 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$291 Million1.74% of portfolio