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 633,817 shares of DFSV stock, worth $17.7 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

633,817

Previous 658,222 3.71%

Holding current value

$17.7 Million

Previous $20.3 Million 3.77%

% of portfolio

0.53%

Previous 0.55%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$30.18 - $33.87 $736,542 - $826,597	-24,405 Reduced 3.71%	633,817 $19.5 Million
Q3 2024 Nov 12, 2024	SELL	$28.25 - $31.7 $422,055 - $473,598	-14,940 Reduced 2.22%	658,222 $20.3 Million
Q2 2024 Aug 05, 2024	SELL	$27.81 - $30.13 $502,387 - $544,298	-18,065 Reduced 2.61%	673,162 $19.4 Million
Q1 2024 May 09, 2024	SELL	$27.45 - $30.1 $1.05 Million - $1.15 Million	-38,096 Reduced 5.22%	691,227 $20.8 Million
Q4 2023 Feb 12, 2024	BUY	$23.61 - $29.53 $953,820 - $1.19 Million	40,399 Added 5.86%	729,323 $21.2 Million
Q3 2023 Nov 09, 2023	SELL	$24.97 - $27.69 $462,444 - $512,818	-18,520 Reduced 2.62%	688,924 $17.5 Million
Q2 2023 Aug 08, 2023	SELL	$23.17 - $25.7 $841,603 - $933,501	-36,323 Reduced 4.88%	707,444 $18.2 Million
Q1 2023 May 08, 2023	SELL	$23.74 - $28.31 $1.27 Million - $1.51 Million	-53,370 Reduced 6.7%	743,767 $18.5 Million
Q4 2022 Feb 13, 2023	SELL	$22.47 - $26.46 $4.24 Million - $4.99 Million	-188,772 Reduced 19.15%	797,137 $19.7 Million
Q3 2022 Nov 14, 2022	BUY	$21.77 - $26.17 $5.04 Million - $6.06 Million	231,654 Added 30.71%	985,909 $21.5 Million
Q2 2022 Aug 08, 2022	BUY	$22.18 - $26.16 $16.7 Million - $19.7 Million	754,255 New	754,255 $17 Million

Others Institutions Holding DFSV

# of Institutions

416

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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