Truepoint, Inc. Dimensional ETF Tr Transaction History
Truepoint, Inc.
- $3.66 Billion
- Q4 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Truepoint, Inc. holds 396,212 shares of DFAX stock, worth $10.4 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
396,212
Previous 379,455
4.42%
Holding current value
$10.4 Million
Previous $10.2 Million
3.9%
% of portfolio
0.27%
Previous 0.28%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
571Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio