Truepoint, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Truepoint, Inc.

$3.59 Billion
Q1 2025

A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Truepoint, Inc. holds 1,833,182 shares of DFUV stock, worth $79.7 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

1,833,182

Previous 1,811,749 1.18%

Holding current value

$79.7 Million

Previous $74.1 Million 1.9%

% of portfolio

2.1%

Previous 2.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$39.96 - $43.3 $856,462 - $928,048	21,433 Added 1.18%	1,833,182 $75.5 Million
Q4 2024 Feb 11, 2025	SELL	$40.38 - $44.35 $470,951 - $517,254	-11,663 Reduced 0.64%	1,811,749 $74.1 Million
Q3 2024 Nov 12, 2024	SELL	$38.51 - $41.69 $541,258 - $585,952	-14,055 Reduced 0.76%	1,823,412 $76 Million
Q2 2024 Aug 05, 2024	SELL	$38.53 - $40.76 $3.76 Million - $3.98 Million	-97,668 Reduced 5.05%	1,837,467 $72.2 Million
Q1 2024 May 09, 2024	SELL	$36.22 - $40.9 $2.9 Million - $3.28 Million	-80,090 Reduced 3.97%	1,935,135 $79.1 Million
Q4 2023 Feb 12, 2024	SELL	$31.85 - $37.39 $41,118 - $48,270	-1,291 Reduced 0.06%	2,015,225 $75 Million
Q3 2023 Nov 09, 2023	SELL	$33.83 - $36.19 $782,149 - $836,712	-23,120 Reduced 1.13%	2,016,516 $68.6 Million
Q2 2023 Aug 08, 2023	SELL	$32.32 - $34.5 $1.41 Million - $1.51 Million	-43,685 Reduced 2.1%	2,039,636 $70.4 Million
Q1 2023 May 08, 2023	SELL	$31.9 - $35.83 $16.2 Million - $18.2 Million	-506,710 Reduced 19.56%	2,083,321 $69.7 Million
Q4 2022 Feb 13, 2023	BUY	$30.23 - $35.36 $3.74 Million - $4.37 Million	123,712 Added 5.02%	2,590,031 $86.7 Million
Q3 2022 Nov 14, 2022	BUY	$29.6 - $34.78 $8.71 Million - $10.2 Million	294,248 Added 13.55%	2,466,319 $73 Million
Q2 2022 Aug 08, 2022	BUY	$30.92 - $35.31 $67.2 Million - $76.7 Million	2,172,071 New	2,172,071 $68.6 Million

Others Institutions Holding DFUV

# of Institutions

739

Shares Held

276M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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