Ownership history in Truepoint, Inc. · 18 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in DIMENSIONAL ETF TRUST (DFAT). 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 | 1,504,669 | -19,354 | -1.3% | 2.02% | $89.6M | $59.54 |
| 2025 Q3 | REDUCED | 1,524,023 | -11,227 | -0.7% | 2.06% | $88.7M | $57.98 |
| 2025 Q2 | ADDED | 1,535,250 | +73,811 | +5.1% | 2.06% | $82.8M | $53.49 |
| 2025 Q1 | REDUCED | 1,461,439 | -8,878 | -0.6% | 2.04% | $75.2M | $50.81 |
| 2024 Q4 | REDUCED | 1,470,317 | -15,299 | -1.0% | 2.19% | $81.8M | $54.76 |
| 2024 Q3 | REDUCED | 1,485,616 | -8,254 | -0.6% | 2.22% | $82.6M | $54.53 |
| 2024 Q2 | REDUCED | 1,493,870 | -79,636 | -5.1% | 2.21% | $77.5M | $50.66 |
| 2024 Q1 | REDUCED | 1,573,506 | -51,503 | -3.2% | 2.43% | $85.6M | $52.94 |
| 2023 Q4 | REDUCED | 1,625,009 | -36,798 | -2.2% | 2.49% | $85.0M | $50.80 |
| 2023 Q3 | REDUCED | 1,661,807 | -20,749 | -1.2% | 2.44% | $75.9M | $44.18 |
As of 2025 Q4 — sorted by position size