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 (DFUV). 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 | 1,966,611 | -16,546 | -0.8% | 2.06% | $91.6M | $46.59 |
| 2025 Q3 | REDUCED | 1,983,157 | -27,056 | -1.3% | 2.06% | $88.6M | $44.53 |
| 2025 Q2 | ADDED | 2,010,213 | +177,031 | +9.7% | 2.12% | $85.0M | $41.95 |
| 2025 Q1 | ADDED | 1,833,182 | +21,433 | +1.2% | 2.05% | $75.5M | $40.69 |
| 2024 Q4 | REDUCED | 1,811,749 | -11,663 | -0.6% | 1.98% | $74.1M | $40.25 |
| 2024 Q3 | REDUCED | 1,823,412 | -14,055 | -0.8% | 2.04% | $76.0M | $40.83 |
| 2024 Q2 | REDUCED | 1,837,467 | -97,668 | -5.0% | 2.06% | $72.2M | $38.30 |
| 2024 Q1 | REDUCED | 1,935,135 | -80,090 | -4.0% | 2.25% | $79.1M | $39.71 |
| 2023 Q4 | REDUCED | 2,015,225 | -1,291 | -0.1% | 2.20% | $75.0M | $36.00 |
| 2023 Q3 | REDUCED | 2,016,516 | -23,120 | -1.1% | 2.21% | $68.6M | $32.78 |
As of 2025 Q4 — sorted by position size