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Disclosery

Truepoint, Inc.: DFSI position timeline

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

Truepoint, Inc. held 56,106 DFSI 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 56,106 shares
    Change vs previous 13F -7,961 shares

    0.05% of the 13F portfolio, value $2,530,381.

    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 64,067 shares
    Change vs previous 13F -2,494 shares

    0.06% of the 13F portfolio, value $2,716,458.

    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 66,561 shares
    Change vs previous 13F -178 shares

    0.06% of the 13F portfolio, value $2,851,859.

    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 66,739 shares
    Change vs previous 13F -28 shares

    0.06% of the 13F portfolio, value $2,732,982.

    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 66,767 shares
    Change vs previous 13F -10,155 shares

    0.07% of the 13F portfolio, value $2,631,284.

    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 76,922 shares
    Change vs previous 13F +2,051 shares

    0.07% of the 13F portfolio, value $2,683,816.

    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 74,871 shares
    Change vs previous 13F +1,613 shares

    0.07% of the 13F portfolio, value $2,459,496.

    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 73,258 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,617,937.

    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).