Truepoint, Inc. Dimensional ETF Tr U S Target Transaction History
Truepoint, Inc.
- $3.65 Billion
- Q3 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Truepoint, Inc. holds 1,485,616 shares of DFAT stock, worth $86.2 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
1,485,616
Previous 1,493,870
0.55%
Holding current value
$86.2 Million
Previous $77.5 Million
6.66%
% of portfolio
2.26%
Previous 2.25%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$820 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$722 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$510 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$301 Million2.46% of portfolio