DFCF — DIMENSIONAL ETF TRUST

Ownership history in Truepoint, Inc. · 14 quarters on record

This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in DIMENSIONAL ETF TRUST (DFCF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

13.98% (2023 Q1)

Avg. % of fund

11.82%

First filed

2022 Q3

Last filed

2025 Q4

Quarters held

14

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	12,543,839	+521,755	+4.3%	12.01%	$533.9M	$42.44
2025 Q3	ADDED	12,022,084	+509,232	+4.4%	11.96%	$514.1M	$42.01
2025 Q2	ADDED	11,512,852	+209,514	+1.9%	12.11%	$486.5M	$41.06
2025 Q1	ADDED	11,303,338	+183,343	+1.6%	12.90%	$475.4M	$40.38

% of Fund (quarterly) DFCF price (monthly, adj. close)

Other funds also holding DFCF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 23.41% Core Wealth Management, Inc. 3Y 22.72% Creative Capital Management Investments LLC 3Y 15.91% Great Waters Wealth Management 3Y 14.58% Wheels Up Wealth, Inc. 14.22% Grunden Financial Advisory, Inc. 13.87% WPWealth LLP 3Y 13.24% Hiley Hunt Wealth Management 13.1% DiNuzzo Private Wealth, Inc. 11.31% Momentous Wealth Management, Inc. 10.73%

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