Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Hartmann Taylor Wealth Management, LLC
- $139 Billion
- Q3 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 6,116 shares of DFAT stock, worth $348,245. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,116
Previous 5,316
15.05%
Holding current value
$348,245
Previous $287 Million
24.11%
% of portfolio
0.26%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
809Shares Held
170MCall 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, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio