Truepoint, Inc. Dimensional ETF Tr Transaction History
Truepoint, Inc.
- $3.46 Billion
- Q1 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Truepoint, Inc. holds 356,751 shares of DFAX stock, worth $9.25 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
356,751
Previous 354,739
0.57%
Holding current value
$9.25 Million
Previous $8.66 Million
4.77%
% of portfolio
0.26%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$299 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$285 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$167 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$149 Million0.24% of portfolio