Richardson Capital Management LLC Dimensional ETF Tr U S Target Transaction History

Richardson Capital Management LLC

$143 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$42.71 - $53.09 $17,938 - $22,297	420 New	420 $22 Million

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$779 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$685 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$484 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$406 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$286 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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