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 $3.04 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
58,843
Previous 61,438
4.22%
Holding current value
$3.04 Million
Previous $2.7 Billion
3.03%
% of portfolio
1.79%
Previous 2.19%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
630Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$708 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$653 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$469 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio