Nova R Wealth, Inc. Dimensional ETF Tr U S Target Transaction History

Nova R Wealth, Inc.

$194 Million
Q3 2024

A detailed history of Nova R Wealth, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Nova R Wealth, Inc. holds 3,858 shares of DFAT stock, worth $211,071. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,858

Holding current value

$211,071

% of portfolio

0.11%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$51.0 - $57.07 $196,758 - $220,176	3,858 New	3,858 $214,000
Q1 2024 Apr 12, 2024	BUY	$49.45 - $54.43 $189,294 - $208,358	3,828 New	3,828 $208,000

Others Institutions Holding DFAT

# of Institutions

651

Shares Held

156M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$774 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$680 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$481 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$403 Million
22.37% of portfolio
Savant Capital, LLC

4.85M
Shares

$265 Million
2.47% of portfolio

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nova R Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nova R Wealth, Inc. with notifications on news.

Account