Essential Planning, Llc. Dimensional ETF Tr U S Target Transaction History

Essential Planning, Llc.

$290 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$54.54 - $61.04 $581,832 - $651,174	10,668 New	10,668 $593,000

Others Institutions Holding DFAT

# of Institutions

807

Shares Held

169M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

13.9M
Shares

$792 Million
0.63% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$708 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

9.75M
Shares

$555 Million
8.82% of portfolio
Index Fund Advisors, Inc.

6.52M
Shares

$371 Million
19.13% of portfolio
Savant Capital, LLC

4.97M
Shares

$283 Million
1.62% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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