Truepoint, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Truepoint, Inc.
- $3.65 Billion
- Q3 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 2,611,150 shares of DFNM stock, worth $125 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
2,611,150
Previous 2,590,947
0.78%
Holding current value
$125 Million
Previous $124 Million
2.4%
% of portfolio
3.47%
Previous 3.59%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
205Shares Held
22.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.2 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.8 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX853KShares$40.8 Million3.83% of portfolio