Truepoint, Inc. Dimensional ETF Tr U S Target Transaction History
Truepoint, Inc.
- $3.91 Billion
- Q2 2025
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Truepoint, Inc. holds 1,535,250 shares of DFAT stock, worth $84 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
1,535,250
Previous 1,461,439
5.05%
Holding current value
$84 Million
Previous $75.2 Million
10.09%
% of portfolio
2.12%
Previous 2.1%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
774Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$512 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$338 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$271 Million1.74% of portfolio