Ownership history in Truepoint, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in DIMENSIONAL ETF TRUST (DFLV). 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 | 3,410,368 | +261,009 | +8.3% | 2.63% | $116.7M | $34.21 |
| 2025 Q3 | ADDED | 3,149,359 | +328,469 | +11.6% | 2.41% | $103.6M | $32.77 |
| 2025 Q2 | ADDED | 2,820,890 | +77,984 | +2.8% | 2.18% | $87.5M | $30.76 |
| 2025 Q1 | ADDED | 2,742,906 | +502,401 | +22.4% | 2.27% | $83.9M | $30.17 |
| 2024 Q4 | ADDED | 2,240,505 | +182,394 | +8.9% | 1.80% | $67.3M | $29.52 |
| 2024 Q3 | ADDED | 2,058,111 | +146,600 | +7.7% | 1.70% | $63.4M | $30.14 |
| 2024 Q2 | ADDED | 1,911,511 | +115,474 | +6.4% | 1.58% | $55.3M | $28.16 |
| 2024 Q1 | ADDED | 1,796,037 | +367,554 | +25.7% | 1.53% | $53.9M | $29.09 |
| 2023 Q4 | ADDED | 1,428,483 | +242,940 | +20.5% | 1.13% | $38.6M | $26.15 |
| 2023 Q3 | ADDED | 1,185,543 | +222,800 | +23.1% | 0.95% | $29.4M | $23.84 |
As of 2025 Q4 — sorted by position size