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 |
| 2024 Q4 | ADDED | 2,700,098 | +88,948 | +3.4% | 3.45% | $129.0M | $46.24 |
| 2024 Q3 | ADDED | 2,611,150 | +20,203 | +0.8% | 3.40% | $126.7M | $46.55 |
| 2024 Q2 | REDUCED | 2,590,947 | -72,268 | -2.7% | 3.53% | $123.8M | $45.50 |
| 2024 Q1 | ADDED | 2,663,215 | +286,632 | +12.1% | 3.64% | $128.1M | $45.51 |
| 2023 Q4 | ADDED | 2,376,583 | +507,077 | +27.1% | 3.38% | $115.3M | $45.69 |
| 2023 Q3 | ADDED | 1,869,506 | +1,808,346 | +2956.7% | 2.79% | $86.9M | $43.43 |
As of 2025 Q4 — sorted by position size