Truepoint, Inc. Dimensional ETF Tr Transaction History
Truepoint, Inc.
- $3.59 Billion
- Q1 2025
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Truepoint, Inc. holds 386,590 shares of DFAX stock, worth $11.1 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
386,590
Previous 396,212
2.43%
Holding current value
$11.1 Million
Previous $9.85 Million
2.83%
% of portfolio
0.28%
Previous 0.27%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio