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

Truepoint, Inc.

$3.45 Billion
Q2 2024

A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Truepoint, Inc. holds 2,590,947 shares of DFNM stock, worth $124 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

2,590,947

Previous 2,663,215 2.71%

Holding current value

$124 Million

Previous $128 Million 3.36%

% of portfolio

3.59%

Previous 3.7%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

183

Shares Held

21M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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