Youngs Advisory Group, Inc. Dimensional ETF Tr U S Target Transaction History
Youngs Advisory Group, Inc.
- $296 Million
- Q4 2025
A detailed history of Youngs Advisory Group, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 270,527 shares of DFAT stock, worth $15.4 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
270,527
Previous 253,581
6.68%
Holding current value
$15.4 Million
Previous $14.8 Million
4.36%
% of portfolio
5.21%
Previous 5.26%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
814Shares Held
171MCall 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, IL10.2MShares$581 Million8.73% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio