TI

Truepoint, Inc.

13F
Truepoint, Inc.
Last update 2025-05-12 136 Stocks (8 new)
Value $3.69 Bil Turnover 3 %
Countries:
Truepoint, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSV
Vanguard Short-Term Bond ETF
6,337,834
496,125.7
+1.20%
13.460
+0.16%
1.470
+0.04%
+1.40%
38,401.1
 
DFCF
Dimensional Core Fixed Income ETF
11,303,338
475,418.4
+1.65%
12.900
+0.21%
7.170
+0.65%
+1.53%
7,120.9
 
IVV
iShares Core S&P 500 ETF
626,901
352,255.9
+2.99%
9.550
+0.28%
0.060
+16.09%
+8.31%
642,461.0
 
VTI
Vanguard Total Stock Market ETF
1,230,413
338,166.8
-1.13%
9.170
-0.11%
0.070
+16.10%
+7.76%
478,263.0
 
VOT
Vanguard Mid-Cap Growth ETF
1,022,956
250,255.9
+1.76%
6.790
+0.12%
1.640
+18.49%
+14.47%
16,276.8
 
AVUV
Avantis U.S. Small Cap Value ETF
2,539,043
221,328.4
+11.29%
6.000
+0.61%
1.490
+14.24%
-1.76%
16,968.9
 
VEA
Vanguard FTSE Developed Markets ETF
4,016,232
204,145.1
-26.55%
5.540
-1.86%
0.150
+11.05%
+21.48%
162,442.1
 
VUG
Vanguard Growth ETF
417,871
154,954.9
+1.63%
4.200
+0.07%
0.100
+21.93%
+10.19%
166,080.2
 
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
2,735,267
130,116.6
+1.30%
3.530
+0.05%
8.440
+0.32%
-1.21%
1,580.9
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
4,908,258
129,872.5
+3.44%
3.520
+0.12%
2.710
+15.07%
+16.65%
5,795.3
 

Truepoint, Inc.'s Historical Top Holdings Breakdowns

Truepoint, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-1.86%
47.4 ($50.6) 52.99
$58.09
14.80%
Reduce -26.55%
4,016,232
-1,451,771
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.61%
84.96 ($93.96) 100.71
$94.83
0.93%
Add 11.29%
2,539,043
257,596
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.61%
69.57 ($74.78) 78.65
$84.87
13.49%
Reduce -18.86%
1,402,360
-325,973
VV
Vanguard Large Cap ETF
2025-03-31
Add
Add
+0.44%
253.32 ($270.87) 282.66
$292.87
8.12%
Add 25.73%
311,692
63,794
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+0.42%
29.56 ($30.89) 31.77
$31.87
3.17%
Add 22.42%
2,742,906
502,401
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.28%
554.06 ($590.51) 615.85
$637.58
7.97%
Add 2.99%
626,901
18,206
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+0.27%
27.56 ($30.26) 32.1
$30.69
1.42%
Add 55.94%
988,399
354,582
SCHF
Schwab International Equity ETF
2025-03-31
Reduce
Reduce
-0.23%
18.36 ($19.62) 20.51
$22.51
14.73%
Reduce -11.11%
3,718,227
-464,577
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.21%
40.79 ($41.67) 42.32
$41.90
0.55%
Add 1.65%
11,303,338
183,343
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.16%
76.94 ($77.63) 78.28
$78.35
0.93%
Add 1.2%
6,337,834
75,092

Truepoint, Inc. Total Holding History ($B)

To

Truepoint, Inc.'s Asset Allocation

To

Truepoint, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Truepoint, Inc.'s Hypothetical Growth since 2025-03-31

Truepoint, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Truepoint, Inc.'s Holdings Heat Map

Size field:

Truepoint, Inc.'s Holdings Bubble Chart

Truepoint, Inc. News

  • 1

Discussions on Truepoint, Inc.

No discussions yet.