Truepoint, Inc. Dimensional ETF Tr Transaction History
Truepoint, Inc.
- $3.65 Billion
- Q3 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Truepoint, Inc. holds 379,455 shares of DFAX stock, worth $9.57 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
379,455
Previous 375,131
1.15%
Holding current value
$9.57 Million
Previous $9.54 Million
7.49%
% of portfolio
0.28%
Previous 0.28%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio