Vance Wealth, Inc. Dimensional ETF Tr U S Target Transaction History
Vance Wealth, Inc.
- $312 Million
- Q3 2025
A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Vance Wealth, Inc. holds 157,568 shares of DFAT stock, worth $8.97 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
157,568
Previous 155,872
1.09%
Holding current value
$8.97 Million
Previous $8.41 Million
9.06%
% of portfolio
2.94%
Previous 2.93%
Shares
10 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