True Capital Management Dimensional ETF Tr U S Target Transaction History
True Capital Management
- $146 Billion
- Q1 2023
A detailed history of True Capital Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, True Capital Management holds 58,843 shares of DFAT stock, worth $3.22 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
58,843
Previous 61,438
4.22%
Holding current value
$3.22 Million
Previous $2.7 Billion
3.03%
% of portfolio
1.79%
Previous 2.19%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
774Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$512 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$338 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$271 Million1.74% of portfolio