Rialto Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Rialto Wealth Management, LLC
- $363 Million
- Q3 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 6,322 shares of DFAT stock, worth $359,974. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,322
Previous 6,309
0.21%
Holding current value
$359,974
Previous $340,000
8.24%
% of portfolio
0.1%
Previous 0.1%
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