Wealthstream Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Wealthstream Advisors, Inc.
- $575 Million
- Q2 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 71,920 shares of DFAT stock, worth $4.1 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
71,920
Previous 71,981
0.08%
Holding current value
$4.1 Million
Previous $3.71 Million
4.7%
% of portfolio
0.68%
Previous 0.72%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
173MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$803 Million0.66% 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
-
Pure Financial Advisors, LLC4.96MShares$282 Million4.76% of portfolio