Truepoint, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Truepoint, Inc.
- $3.91 Billion
- Q2 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 2,637,846 shares of DFNM stock, worth $125 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
2,637,846
Previous 2,735,267
3.56%
Holding current value
$125 Million
Previous $130 Million
3.85%
% of portfolio
3.2%
Previous 3.62%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27MCall Options Held
0Put Options Held
0-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$40.9 Million1.71% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX822KShares$39 Million3.28% of portfolio