Accredited Investor Services, LLC Dimensional ETF Tr U S Target Transaction History
Accredited Investor Services, LLC
- $145 Billion
- Q3 2025
A detailed history of Accredited Investor Services, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Accredited Investor Services, LLC holds 5,814 shares of DFAT stock, worth $331,049. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,814
Previous 5,807
0.12%
Holding current value
$331,049
Previous $313 Million
8.01%
% of portfolio
0.23%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall 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