Truepoint, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Truepoint, Inc.
- $3.66 Billion
- Q4 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 2,700,098 shares of DFNM stock, worth $130 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
2,700,098
Previous 2,611,150
3.41%
Holding current value
$130 Million
Previous $127 Million
1.79%
% of portfolio
3.53%
Previous 3.47%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
236Shares Held
24.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.4 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.9 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$48.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX819KShares$39.3 Million3.61% of portfolio