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 $3.23 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
58,843
Previous 61,438
4.22%
Holding current value
$3.23 Million
Previous $2.7 Billion
3.03%
% of portfolio
1.79%
Previous 2.19%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
652Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$775 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$682 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$482 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$404 Million22.37% of portfolio
-
Savant Capital, LLC4.85MShares$266 Million2.47% of portfolio