Truepoint, Inc. DFLV Holdings History
Truepoint, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Truepoint, Inc. held 2.74 Mil shares of Dimensional US Large Cap Value ETF(DFLV), totaling $83.85 Mil. This investment constitutes 2.27% of their stock portfolio, and Truepoint, Inc. now holds 2.49% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q1. And since then Truepoint, Inc. has made 9 purchases of DFLV, at an average price of $27.37, for a total of 2.74 Mil shares. Based on historical transaction data and DFLV's current price of $31.26, Truepoint, Inc.'s estimated gain on his DFLV holdings is $10.66 Mil, reflecting a 14.20% gain to date.
Truepoint, Inc. DFLV ($31.26) Holding Chart
Truepoint, Inc. DFLV ($31.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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