Vsm Wealth Advisory, LLC Dimensional ETF Tr U S Target Transaction History

Vsm Wealth Advisory, LLC

$278 Billion
Q1 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 41 shares of DFAT stock, worth $2,011. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,011

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$50.44 - $58.1 $2,068 - $2,382	41 New	41 $2.09 Million

Others Institutions Holding DFAT

# of Institutions

768

Shares Held

167M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

13.9M
Shares

$684 Million
0.68% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$610 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.88M
Shares

$436 Million
8.65% of portfolio
Index Fund Advisors, Inc.

6.31M
Shares

$310 Million
20.84% of portfolio
Savant Capital, LLC

5.05M
Shares

$248 Million
1.97% of portfolio

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Vsm Wealth Advisory, LLC Dimensional ETF Tr U S Target Transaction History