Truepoint, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Truepoint, Inc.

$4.18 Billion
Q3 2025

A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Truepoint, Inc. holds 2,859,809 shares of DFNM stock, worth $138 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares

2,859,809

Previous 2,637,846 8.41%

Holding current value

$138 Million

Previous $125 Million 9.67%

% of portfolio

3.28%

Previous 3.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$47.18 - $48.17 $10.5 Million - $10.7 Million	221,963 Added 8.41%	2,859,809 $137 Million
Q2 2025 Aug 08, 2025	SELL	$46.77 - $47.89 $4.56 Million - $4.67 Million	-97,421 Reduced 3.56%	2,637,846 $125 Million
Q1 2025 May 12, 2025	BUY	$47.35 - $48.24 $1.67 Million - $1.7 Million	35,169 Added 1.3%	2,735,267 $130 Million
Q4 2024 Feb 11, 2025	BUY	$47.65 - $48.6 $4.24 Million - $4.32 Million	88,948 Added 3.41%	2,700,098 $129 Million
Q3 2024 Nov 12, 2024	BUY	$47.7 - $48.54 $963,683 - $980,653	20,203 Added 0.78%	2,611,150 $127 Million

Q2 2024 Aug 05, 2024	SELL	$47.4 - $48.0 $3.43 Million - $3.47 Million	-72,268 Reduced 2.71%	2,590,947 $124 Million
Q1 2024 May 09, 2024	BUY	$48.08 - $48.49 $13.8 Million - $13.9 Million	286,632 Added 12.06%	2,663,215 $128 Million
Q4 2023 Feb 12, 2024	BUY	$46.17 - $48.51 $23.4 Million - $24.6 Million	507,077 Added 27.12%	2,376,583 $115 Million
Q3 2023 Nov 09, 2023	BUY	$46.44 - $47.81 $84 Million - $86.5 Million	1,808,346 Added 2956.75%	1,869,506 $86.9 Million
Q2 2023 Aug 08, 2023	BUY	$47.15 - $48.62 $2.88 Million - $2.97 Million	61,160 New	61,160 $2.91 Million

Others Institutions Holding DFNM

# of Institutions

262

Shares Held

29.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truepoint, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Truepoint, Inc. with notifications on news.

Account