Visionary Wealth Advisors Dimensional ETF Tr U S Target Transaction History
Visionary Wealth Advisors
- $1.96 Billion
- Q3 2025
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Visionary Wealth Advisors holds 309,377 shares of DFAT stock, worth $17.6 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
309,377
Previous 263,445
17.44%
Holding current value
$17.6 Million
Previous $14.2 Million
26.68%
% of portfolio
0.92%
Previous 0.78%
Shares
16 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