Truepoint, Inc. Dimensional ETF Tr U S Target Transaction History
Truepoint, Inc.
- $3.59 Billion
- Q1 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 1,461,439 shares of DFAT stock, worth $76.8 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
1,461,439
Previous 1,470,317
0.6%
Holding current value
$76.8 Million
Previous $81.8 Million
8.05%
% of portfolio
2.1%
Previous 2.24%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio