Trifecta Capital Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Trifecta Capital Advisors, LLC
- $658 Billion
- Q3 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 $63,545. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,116
Previous 1,116
-0.0%
Holding current value
$63,545
Previous $60.2 Million
7.88%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio