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 (DFSV). 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 | 1,337,204 | -13,822 | -1.0% | 0.99% | $44.0M | $32.89 |
| 2025 Q3 | REDUCED | 1,351,026 | -23,990 | -1.7% | 1.00% | $43.0M | $31.71 |
| 2025 Q2 | ADDED | 1,375,016 | +386,617 | +39.1% | 1.01% | $40.5M | $29.18 |
| 2025 Q1 | ADDED | 988,399 | +354,582 | +55.9% | 0.75% | $27.8M | $27.78 |
| 2024 Q4 | REDUCED | 633,817 | -24,405 | -3.7% | 0.52% | $19.5M | $30.29 |
| 2024 Q3 | REDUCED | 658,222 | -14,940 | -2.2% | 0.54% | $20.3M | $30.18 |
| 2024 Q2 | REDUCED | 673,162 | -18,065 | -2.6% | 0.55% | $19.4M | $28.11 |
| 2024 Q1 | REDUCED | 691,227 | -38,096 | -5.2% | 0.59% | $20.8M | $29.28 |
| 2023 Q4 | ADDED | 729,323 | +40,399 | +5.9% | 0.62% | $21.2M | $28.27 |
| 2023 Q3 | REDUCED | 688,924 | -18,520 | -2.6% | 0.56% | $17.5M | $24.50 |
As of 2025 Q4 — sorted by position size