Truepoint, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Truepoint, Inc.
- $3.66 Billion
- Q4 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Truepoint, Inc. holds 1,811,749 shares of DFUV stock, worth $77.2 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
1,811,749
Previous 1,823,412
0.64%
Holding current value
$77.2 Million
Previous $76 Million
2.48%
% of portfolio
2.03%
Previous 2.08%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.34 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$766 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio