Truepoint, Inc. Dimensional ETF Tr Transaction History
Truepoint, Inc.
- $3.91 Billion
- Q2 2025
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Truepoint, Inc. holds 374,418 shares of DFAX stock, worth $11.8 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
374,418
Previous 386,590
3.15%
Holding current value
$11.8 Million
Previous $10.1 Million
8.57%
% of portfolio
0.28%
Previous 0.28%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
658Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio