Truepoint, Inc. Dimensional ETF Tr Dimensional Transaction History
Truepoint, Inc.
- $3.45 Billion
- Q2 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Truepoint, Inc. holds 1,986,476 shares of DFIC stock, worth $55 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
1,986,476
Previous 1,994,766
0.42%
Holding current value
$55 Million
Previous $53.4 Million
2.13%
% of portfolio
1.52%
Previous 1.54%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$658 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$646 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$422 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$159 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio