Truepoint, Inc. DFSV Holdings History
Truepoint, Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Truepoint, Inc. held 988,399.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $27.82 Mil. This investment constitutes 0.75% of their stock portfolio, and Truepoint, Inc. now holds 0.63% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q2. And since then Truepoint, Inc. has made 4 purchases of DFSV, at an average price of $25.89, for a total of 1.38 Mil shares. In addition, there have been 8 sales at an average price of $26.17 for 392,491.00 shares. Based on historical transaction data and DFSV's current price of $30.55, Truepoint, Inc.'s estimated gain on his DFSV holdings is $4.71 Mil, reflecting a 13.17% gain to date.
Truepoint, Inc. DFSV ($30.55) Holding Chart
Truepoint, Inc. DFSV ($30.55) 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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