Truepoint, Inc.
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1427748
CINCINNATI, OH
All Filings in DFNM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFNM | $148,377,572 | 3,095,714 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 DFNM | $143,261,433 | 2,974,080 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 DFNM | $137,213,635 | 2,859,809 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 DFNM | $125,113,035 | 2,637,846 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 DFNM | $130,116,651 | 2,735,267 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 DFNM | $128,983,681 | 2,700,098 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 DFNM | $126,745,221 | 2,611,150 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DFNM | $123,769,538 | 2,590,947 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 DFNM | $128,074,009 | 2,663,215 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFNM | $115,288,041 | 2,376,583 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DFNM | $86,875,943 | 1,869,506 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 DFNM | $2,913,050 | 61,160 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||