Black Point Wealth Management Dimensional ETF Tr U S Target Transaction History

Black Point Wealth Management

$3.5 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$50.18 - $54.47 $287,029 - $311,568	5,720 New	5,720 $297 Million

Others Institutions Holding DFAT

# of Institutions

807

Shares Held

169M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

13.9M
Shares

$792 Million
0.63% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$708 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

9.75M
Shares

$555 Million
8.82% of portfolio
Index Fund Advisors, Inc.

6.52M
Shares

$371 Million
19.13% of portfolio
Savant Capital, LLC

4.97M
Shares

$283 Million
1.62% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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