Rialto Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Rialto Wealth Management, LLC
- $384 Million
- Q4 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 6,335 shares of DFAT stock, worth $360,714. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,335
Previous 6,322
0.21%
Holding current value
$360,714
Previous $368,000
2.17%
% of portfolio
0.09%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
814Shares Held
171MCall 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, IL10.2MShares$581 Million8.73% of portfolio
-
Index Fund Advisors, Inc.6.44MShares$367 Million18.52% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio