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 (DFIC). 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 | 2,058,153 | -56,452 | -2.7% | 1.60% | $70.9M | $34.46 |
| 2025 Q3 | REDUCED | 2,114,605 | -14,730 | -0.7% | 1.61% | $69.3M | $32.56 |
| 2025 Q2 | ADDED | 2,129,335 | +126,745 | +6.3% | 1.65% | $66.2M | $30.75 |
| 2025 Q1 | REDUCED | 2,002,590 | -20,078 | -1.0% | 1.51% | $55.6M | $27.09 |
As of 2025 Q4 — sorted by position size