Truepoint, Inc. DFSV Holdings History

Number of Shares
988,399.00
Current Holdings Value*
$27.82 Mil
% of Portfolio
0.75%
Total Estimate Gain
$4.71 Mil
% of Total Estimate Gain
13.17%

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 %

Top Ranked Articles

  • 1