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Disclosery

Truepoint, Inc.: DFUV position timeline

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

Truepoint, Inc. held 1,902,222 DFUV 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 1,902,222 shares
    Change vs previous 13F -40,900 shares

    2.18% of the 13F portfolio, value $104,641,222.

    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 1,943,122 shares
    Change vs previous 13F -23,489 shares

    2.1% of the 13F portfolio, value $94,163,673.

    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 1,966,611 shares
    Change vs previous 13F -16,546 shares

    2.06% of the 13F portfolio, value $91,624,397.

    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 1,983,157 shares
    Change vs previous 13F -27,056 shares

    2.06% of the 13F portfolio, value $88,627,299.

    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 2,010,213 shares
    Change vs previous 13F +177,031 shares

    2.12% of the 13F portfolio, value $84,991,822.

    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 1,833,182 shares
    Change vs previous 13F +21,433 shares

    2.05% of the 13F portfolio, value $75,545,448.

    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 1,811,749 shares
    Change vs previous 13F -11,663 shares

    1.98% of the 13F portfolio, value $74,136,768.

    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 1,823,412 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $76,018,032.

    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).