Creative One Wealth, LLC Dimensional ETF Tr U S Target Transaction History

Creative One Wealth, LLC

$3 Billion
Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Creative One Wealth, LLC holds 3,992 shares of DFAT stock, worth $220,438. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,992

Holding current value

$220,438

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$54.54 - $61.04 $217,723 - $243,671	3,992 New	3,992 $222,000

Others Institutions Holding DFAT

# of Institutions

748

Shares Held

168M

Call Options Held

500

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$777 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$687 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.94M
Shares

$494 Million
9.85% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$397 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$283 Million
2.33% of portfolio

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Creative One Wealth, LLC Dimensional ETF Tr U S Target Transaction History