Valmark Advisers, Inc. Dimensional ETF Tr U S Target Transaction History
Valmark Advisers, Inc.
- $6.54 Billion
- Q1 2025
A detailed history of Valmark Advisers, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Valmark Advisers, Inc. holds 9,233 shares of DFAT stock, worth $453,063. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,233
Previous 6,855
34.69%
Holding current value
$453,063
Previous $381,000
24.67%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
768Shares Held
167MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$684 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$248 Million1.97% of portfolio