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

Black Point Wealth Management

$17.3 Billion
Q1 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

769

Shares Held

168M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

13.9M
Shares

$726 Million
0.68% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$648 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.88M
Shares

$462 Million
8.65% of portfolio
Index Fund Advisors, Inc.

6.31M
Shares

$329 Million
20.84% of portfolio
Savant Capital, LLC

5.05M
Shares

$263 Million
1.97% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Black Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Black Point Wealth Management with notifications on news.