Truepoint, Inc. Dimensional ETF Tr Dimensional Transaction History
Truepoint, Inc.
- $3.91 Billion
- Q2 2025
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Truepoint, Inc. holds 2,129,335 shares of DFIC stock, worth $69.9 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
2,129,335
Previous 2,002,590
6.33%
Holding current value
$69.9 Million
Previous $55.6 Million
19.04%
% of portfolio
1.69%
Previous 1.55%
Shares
13 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio