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 $3.09 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
58,843
Previous 61,438
4.22%
Holding current value
$3.09 Million
Previous $2.7 Billion
3.03%
% of portfolio
1.79%
Previous 2.19%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio