Trifecta Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Trifecta Capital Advisors, LLC
- $477 Billion
- Q1 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 1,512 shares of DFAT stock, worth $74,193. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,512
Previous 1,512
-0.0%
Holding current value
$74,193
Previous $84.2 Million
7.49%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
757Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$439 Million9.85% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio