Truepoint, Inc. Dimensional ETF Tr Dimensional Transaction History
Truepoint, Inc.
- $3.59 Billion
- Q1 2025
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Truepoint, Inc. holds 2,002,590 shares of DFIC stock, worth $61.3 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
2,002,590
Previous 2,022,668
0.99%
Holding current value
$61.3 Million
Previous $52.3 Million
6.36%
% of portfolio
1.55%
Previous 1.43%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio