Truepoint, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Truepoint, Inc.
- $3.46 Billion
- Q1 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Truepoint, Inc. holds 2,663,215 shares of DFNM stock, worth $127 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
2,663,215
Previous 2,376,583
12.06%
Holding current value
$127 Million
Previous $115 Million
11.09%
% of portfolio
3.7%
Previous 3.42%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Foster Group, Inc.1.26MShares$60 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.5 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.1 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX841KShares$40.2 Million4.05% of portfolio