Truepoint, Inc. Dimensional ETF Tr Dimensional Transaction History
Truepoint, Inc.
- $3.66 Billion
- Q4 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Truepoint, Inc. holds 2,022,668 shares of DFIC stock, worth $56.7 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
2,022,668
Previous 1,973,863
2.47%
Holding current value
$56.7 Million
Previous $55.5 Million
5.87%
% of portfolio
1.43%
Previous 1.52%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio