Valmark Advisers, Inc. Dimensional ETF Tr U S Target Call Options Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAT

# of Institutions

768

Shares Held

167M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

13.9M
Shares

$742 Million
0.68% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$662 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.88M
Shares

$472 Million
8.65% of portfolio
Index Fund Advisors, Inc.

6.31M
Shares

$336 Million
20.84% of portfolio
Savant Capital, LLC

5.05M
Shares

$269 Million
1.97% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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