Truepoint Inc’s Dimensional US Equity ETF DFUS Stock Holding History

Truepoint Inc’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66M	Sell	23,408 -404	-2%	-$29.9K	0.04%	63
2025 Q4	$1.77M	Hold	23,812	–	–	0.04%	61
2025 Q3	$1.72M	Hold	23,812	–	–	0.04%	61
2025 Q2	$1.6M	Hold	23,812	–	–	0.04%	60
2025 Q1	$1.44M	Hold	23,812	–	–	0.04%	59
2024 Q4	$1.52M	Sell	23,812 -10	-0%	-$641	0.04%	57
2024 Q3	$1.48M	Hold	23,822	–	–	0.04%	52
2024 Q2	$1.4M	Sell	23,822 -2,782	-10%	-$158K	0.04%	50
2024 Q1	$1.52M	Hold	26,604	–	–	0.04%	49
2023 Q4	$1.38M	Sell	26,604 -586	-2%	-$28.4K	0.04%	64
2023 Q3	$1.27M	Sell	27,190 -1,276	-4%	-$61.7K	0.04%	68
2023 Q2	$1.37M	Sell	28,466 -1,287	-4%	-$58.5K	0.05%	60
2023 Q1	$1.32M	Sell	29,753 -2,086	-7%	-$90.6K	0.05%	60
2022 Q4	$1.32M	Sell	31,839 -1,389	-4%	-$58.1K	0.05%	63
2022 Q3	$1.29M	Hold	33,228	–	–	0.07%	56
2022 Q2	$1.35M	Hold	33,228	–	–	0.07%	54
2022 Q1	$1.63M	Sell	33,228 -770	-2%	-$37.2K	0.08%	47
2021 Q4	$1.76M	Sell	33,998 -345	-1%	-$17.3K	0.08%	43
2021 Q3	$1.62M	Buy	+34,343	New	+$1.66M	0.08%	46

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Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return