Ownership history in Truepoint, Inc. · 11 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in DIMENSIONAL ETF TRUST (DFNM). 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 | 2,974,080 | +114,271 | +4.0% | 3.22% | $143.3M | $48.03 |
| 2025 Q3 | ADDED | 2,859,809 | +221,963 | +8.4% | 3.19% | $137.2M | $47.40 |
| 2025 Q2 | REDUCED | 2,637,846 | -97,421 | -3.6% | 3.11% | $125.1M | $46.51 |
| 2025 Q1 | ADDED | 2,735,267 | +35,169 | +1.3% | 3.53% | $130.1M | $46.31 |
As of 2025 Q4 — sorted by position size