Truepoint, Inc. Dimensional ETF Tr Short Durat Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$46.22 - $47.82 $198,746 - $205,626	-4,300 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$47.69 - $49.94 $205,067 - $214,742	4,300 New	4,300 $206,000

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49.1M

Call Options Held

0

Put Options Held

0

Beaird Harris Wealth Management, LLC Dallas, TX

2.49M
Shares

$117 Million
11.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$112 Million
1.35% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$97.3 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$94.7 Million
2.21% of portfolio
Planning Center, Inc.

2.01M
Shares

$94.2 Million
16.23% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
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