A detailed history of Vertex Planning Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,969 shares of DFAT stock, worth $194,758. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,969
Holding current value
$194,758
% of portfolio
0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

BUY
$50.44 - $58.1 $200,196 - $230,598
3,969 New
3,969 $204 Million

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.