Truepoint, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Truepoint, Inc.
- $3.65 Billion
- Q3 2024
A detailed history of Truepoint, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Truepoint, Inc. holds 1,823,412 shares of DFUV stock, worth $75.3 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
1,823,412
Previous 1,837,467
0.76%
Holding current value
$75.3 Million
Previous $72.2 Million
5.35%
% of portfolio
2.08%
Previous 2.09%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$765 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$450 Million0.65% of portfolio