Babb Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Babb Wealth Advisors LLC
- $154 Billion
- Q3 2025
A detailed history of Babb Wealth Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Babb Wealth Advisors LLC holds 378,882 shares of DFAT stock, worth $21.6 Million. This represents 14.34% of its overall portfolio holdings.
Number of Shares
378,882
Previous 358,514
5.68%
Holding current value
$21.6 Million
Previous $19.3 Billion
14.0%
% of portfolio
14.34%
Previous 14.28%
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