Optima Capital LLC Dimensional ETF Tr U S Target Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Optima Capital LLC holds 1,014 shares of DFAT stock, worth $57,737. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,014

Holding current value

$57,737

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$55.75 - $58.83 $56,530 - $59,653	1,014 New	1,014 $60.4 Million

Others Institutions Holding DFAT

# of Institutions

812

Shares Held

171M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

13.9M
Shares

$792 Million
0.63% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$708 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

9.75M
Shares

$555 Million
8.82% of portfolio
Index Fund Advisors, Inc.

6.52M
Shares

$371 Million
19.13% of portfolio
Savant Capital, LLC

4.97M
Shares

$283 Million
1.62% 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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