Fort Point Capital Partners LLC Dimensional ETF Tr U S Target Transaction History
Fort Point Capital Partners LLC
- $749 Million
- Q1 2024
A detailed history of Fort Point Capital Partners LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 10,000 shares of DFAT stock, worth $518,700. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,558
5.29%
Holding current value
$518,700
Previous $552,000
1.45%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$710 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$656 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$471 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$401 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$250 Million3.04% of portfolio