Wealthspire Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 2025
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 3,825 shares of DFAT stock, worth $217,795. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,825
Previous 3,959
3.38%
Holding current value
$217,795
Previous $213,000
4.23%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
808Shares Held
170MCall 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