Ownership history in Truepoint, Inc. · 15 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in DIMENSIONAL ETF TRUST (DFUV). 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 | REDUCED | 1,966,611 | -16,546 | -0.8% | 2.06% | $91.6M | $46.59 |
| 2025 Q3 | REDUCED | 1,983,157 | -27,056 | -1.3% | 2.06% | $88.6M | $44.53 |
| 2025 Q2 | ADDED | 2,010,213 | +177,031 | +9.7% | 2.12% | $85.0M | $41.95 |
| 2025 Q1 | ADDED | 1,833,182 | +21,433 | +1.2% | 2.05% | $75.5M | $40.69 |
As of 2025 Q4 — sorted by position size