Truepoint, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Truepoint, Inc. holds 5,874 shares of DFAC stock, worth $207,880. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,874

Holding current value

$207,880

% of portfolio

0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$31.05 - $34.29 $182,387 - $201,419	5,874 New	5,874 $201,000
Q3 2023 Nov 09, 2023	BUY	$26.05 - $28.22 $397,054 - $430,129	15,242 New	15,242 $399,000
Q2 2022 Aug 08, 2022	SELL	$22.75 - $27.77 $10.2 Million - $12.5 Million	-448,872 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$25.76 - $29.21 $1.59 Million - $1.8 Million	-61,743 Reduced 12.09%	448,872 $11.2 Million
Q4 2021 Feb 02, 2022	BUY	$26.63 - $29.09 $764,387 - $834,999	28,704 Added 5.96%	510,615 $13.3 Million
Q3 2021 Oct 28, 2021	BUY	$26.06 - $27.9 $12.6 Million - $13.4 Million	481,911 New	481,911 $12.5 Million

Others Institutions Holding DFAC

# of Institutions

917

Shares Held

740M

Call Options Held

76K

Put Options Held

Envestnet Asset Management Inc

56.6M
Shares

$2 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.77 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.33 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.32 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$628 Million
0.28% of portfolio

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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