Truepoint, Inc. DFNM Holdings History
Truepoint, Inc.'s Dimensional National Municipal Bond ETF Holding Summary
As of 2025-03-31, Truepoint, Inc. held 2.74 Mil shares of Dimensional National Municipal Bond ETF(DFNM), totaling $130.12 Mil. This investment constitutes 3.53% of their stock portfolio, and Truepoint, Inc. now holds 8.44% of the outstanding Dimensional National Municipal Bond ETF(DFNM) stock.
The initial trade took place in 2023Q2. And since then Truepoint, Inc. has made 7 purchases of DFNM, at an average price of $47.44, for a total of 2.81 Mil shares. In addition, there have been 1 sales at an average price of $47.77 for 72,268.00 shares. Based on historical transaction data and DFNM's current price of $47.28, Truepoint, Inc.'s estimated gain on his DFNM holdings is $-417,035.12, reflecting a -0.31% gain to date.
Truepoint, Inc. DFNM ($47.28) Holding Chart
Truepoint, Inc. DFNM ($47.28) 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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