Veritable, L.P. Dimensional ETF Tr U S Target Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	BUY	$43.52 - $46.03 $2.22 Million - $2.34 Million	50,925 New	50,925 $2.28 Million

Others Institutions Holding DFAT

# of Institutions

748

Shares Held

168M

Call Options Held

500

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$777 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$687 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.94M
Shares

$494 Million
9.85% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$397 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$283 Million
2.33% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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