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

Valmark Advisers, Inc.

$7.6 Billion
Q3 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

801

Shares Held

173M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$803 Million
0.66% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$708 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

9.75M
Shares

$555 Million
8.82% of portfolio
Index Fund Advisors, Inc.

6.52M
Shares

$371 Million
19.13% of portfolio
Pure Financial Advisors, LLC

4.96M
Shares

$282 Million
4.76% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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