Truepoint, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Truepoint, Inc.
- $3.45 Billion
- Q2 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Truepoint, Inc. holds 1,837,467 shares of DFUV stock, worth $76.4 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
1,837,467
Previous 1,935,135
5.05%
Holding current value
$76.4 Million
Previous $79.1 Million
8.83%
% of portfolio
2.09%
Previous 2.29%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$763 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$600 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$455 Million0.76% of portfolio