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Disclosery

Truepoint, Inc.: DFSV position timeline

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

Truepoint, Inc. held 1,193,913 DFSV 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 1,193,913 shares
    Change vs previous 13F -147,568 shares

    0.97% of the 13F portfolio, value $46,311,884.

    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 1,341,481 shares
    Change vs previous 13F +4,277 shares

    1.05% of the 13F portfolio, value $47,005,509.

    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 1,337,204 shares
    Change vs previous 13F -13,822 shares

    0.99% of the 13F portfolio, value $43,980,646.

    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 1,351,026 shares
    Change vs previous 13F -23,990 shares

    1% of the 13F portfolio, value $43,016,667.

    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 1,375,016 shares
    Change vs previous 13F +386,617 shares

    1.01% of the 13F portfolio, value $40,466,714.

    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 988,399 shares
    Change vs previous 13F +354,582 shares

    0.75% of the 13F portfolio, value $27,823,431.

    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 633,817 shares
    Change vs previous 13F -24,405 shares

    0.52% of the 13F portfolio, value $19,508,882.

    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 658,222 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $20,273,242.

    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).