Truepoint, Inc. Dimensional ETF Tr Dimensional Transaction History
Truepoint, Inc.
- $3.65 Billion
- Q3 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Truepoint, Inc. holds 1,973,863 shares of DFIC stock, worth $50.6 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
1,973,863
Previous 1,986,476
0.63%
Holding current value
$50.6 Million
Previous $52.2 Million
6.36%
% of portfolio
1.52%
Previous 1.52%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$693 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$660 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$405 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$151 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$125 Million17.02% of portfolio