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Disclosery

Truepoint, Inc.: DFLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Truepoint, Inc. on DFLV, newest first. How the timeline and the estimate are built.

Truepoint, Inc. held 3,343,050 DFLV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,343,050 shares
    Change vs previous 13F -242,663 shares

    2.76% of the 13F portfolio, value $132,184,206.

    13F-HR 0001765380-26-000257 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,585,713 shares
    Change vs previous 13F +175,345 shares

    2.86% of the 13F portfolio, value $128,045,824.

    13F-HR 0001765380-26-000192 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,410,368 shares
    Change vs previous 13F +261,009 shares

    2.63% of the 13F portfolio, value $116,668,683.

    13F-HR 0001765380-26-000107 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,149,359 shares
    Change vs previous 13F +328,469 shares

    2.41% of the 13F portfolio, value $103,613,896.

    13F-HR 0001765380-25-000491 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,820,890 shares
    Change vs previous 13F +77,984 shares

    2.18% of the 13F portfolio, value $87,504,021.

    13F-HR 0001765380-25-000316 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,742,906 shares
    Change vs previous 13F +502,401 shares

    2.27% of the 13F portfolio, value $83,850,637.

    13F-HR 0001765380-25-000212 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,240,505 shares
    Change vs previous 13F +182,394 shares

    1.8% of the 13F portfolio, value $67,282,380.

    13F-HR 0001765380-25-000073 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,058,111 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $63,410,388.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).