Wetherby Asset Management Inc Dimensional ETF Tr U S Target Transaction History
Wetherby Asset Management Inc
- $2.19 Billion
 - Q2 2025
 
A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Wetherby Asset Management Inc holds 8,317 shares of DFAT stock, worth $473,653. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,317
              Previous 8,317
              
        
           -0.0%
        
      
          
        Holding current value
$473,653
            Previous $462,000
            
        
           3.03%
        
      
          
        % of portfolio
0.02%
            Previous 0.02%
          
        Shares
	  4 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