Truepoint, Inc. Dimensional ETF Tr Dimensional Transaction History
Truepoint, Inc.
- $3.46 Billion
- Q1 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Truepoint, Inc. holds 691,227 shares of DFSV stock, worth $19.8 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
691,227
Previous 729,323
5.22%
Holding current value
$19.8 Million
Previous $21.2 Million
2.03%
% of portfolio
0.6%
Previous 0.63%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
297Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$235 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$134 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.4 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.3 Million0.1% of portfolio