Truepoint, Inc. Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Truepoint, Inc.
- $3.91 Billion
- Q2 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding DFNM
# of Institutions
252Shares Held
28.6MCall Options Held
0Put Options Held
0- 
    
      Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
- 
    
      First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
- 
    
      Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio
- 
    
      Beaird Harris Wealth Management, LLC Dallas, TX822KShares$39.6 Million3.28% of portfolio