Willner & Heller, LLC Dimensional ETF Tr U S Target Transaction History
Willner & Heller, LLC
- $124 Million
- Q3 2025
A detailed history of Willner & Heller, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Willner & Heller, LLC holds 12,343 shares of DFAT stock, worth $711,450. This represents 0.58% of its overall portfolio holdings.
Number of Shares
12,343
Previous 12,259
0.69%
Holding current value
$711,450
Previous $661,000
8.62%
% of portfolio
0.58%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
792Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$356 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$285 Million1.74% of portfolio