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 (DFEM). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 4,997,417 | +558,080 | +12.6% | 3.72% | $165.3M | $33.08 |
| 2025 Q3 | REDUCED | 4,439,337 | -54,779 | -1.2% | 3.31% | $142.4M | $31.87 |
| 2025 Q2 | REDUCED | 4,494,116 | -414,142 | -8.4% | 3.32% | $133.4M | $29.26 |
| 2025 Q1 | ADDED | 4,908,258 | +163,149 | +3.4% | 3.52% | $129.9M | $25.86 |
As of 2025 Q4 — sorted by position size