Truepoint, Inc. Dimensional ETF Tr U S Target Transaction History
Truepoint, Inc.
- $3.66 Billion
- Q4 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 1,470,317 shares of DFAT stock, worth $76.4 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
1,470,317
Previous 1,485,616
1.03%
Holding current value
$76.4 Million
Previous $82.6 Million
0.98%
% of portfolio
2.24%
Previous 2.26%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
749Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$731 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$647 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$465 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$374 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$267 Million2.33% of portfolio