Truepoint, Inc. Purchases in Q2 2025

Truepoint, Inc.

  • $3.91 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
21.5K
+ 3.42%
$498.8 - $620.9 $10.7M - $13.3M
648K $403M
VOT
Vanguard Mid Cap Growth Index

ETFs
13.1K
+ 1.29%
$216.28 - $284.39 $2.84M - $3.74M
1.04M $295M
VUG
Vanguard Growth ETF

ETFs
7.65K
+ 1.83%
$329.49 - $438.4 $2.52M - $3.35M
426K $187M
AVUV
American Centy ETF Tr Avantis

ETFs
154K
+ 6.07%
$75.17 - $91.21 $11.6M - $14.1M
2.69M $245M
SCHX
Schwab Strategic Tr Us Large C

ETFs
595K
+ 230.94%
$19.6 - $24.44 $11.7M - $14.6M
853K $20.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
387K
+ 39.12%
$24.21 - $29.47 $9.36M - $11.4M
1.38M $40.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
210K
+ 1.85%
$41.1 - $42.37 $8.61M - $8.88M
11.5M $487M
IWP
Ishares Russell Mid Cap Growth

ETFs
38.8K
+ 15.51%
$104.34 - $138.68 $4.04M - $5.38M
289K $40M
DFIC
Dimensional ETF Tr Dimensional

ETFs
127K
+ 6.33%
$24.94 - $31.15 $3.16M - $3.95M
2.13M $66.2M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
177K
+ 9.66%
$36.25 - $42.28 $6.42M - $7.48M
2.01M $85M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
78K
+ 1.23%
$77.74 - $78.78 $6.06M - $6.14M
6.42M $505M
DFAT
Dimensional ETF Tr U S Target

ETFs
73.8K
+ 5.05%
$44.8 - $53.97 $3.31M - $3.98M
1.54M $82.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
141K
+ 185.6%
$32.66 - $40.75 $4.59M - $5.73M
216K $8.76M
SCHG
Schwab Strategic Tr Us Large C

ETFs
170K
+ 192.28%
$22.27 - $29.21 $3.79M - $4.98M
259K $7.57M
AVLV
American Centy ETF Tr Avantis
27.9K
+ 280.84%
$56.85 - $68.21 $1.59M - $1.91M
37.9K $2.58M
MSFT
Microsoft Corp

Technology
531
+ 7.5%
$354.56 - $497.45 $188K - $264K
7.61K $3.79M
MUB
Ishares National Muni Bond ETF

ETFs
10.6K
New
$102.31 - $105.8 $1.09M - $1.12M
10.6K $1.11M
MLI
Mueller Industries Inc

Industrials
12.7K
New
$68.45 - $79.6 $869K - $1.01M
12.7K $1.01M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.4K
+ 81.05%
$48.13 - $49.85 $982K - $1.02M
45.6K $2.24M
KMI
Kinder Morgan, Inc.

Energy
25.7K
New
$25.21 - $29.4 $647K - $754K
25.7K $754K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.24K
New
$87.84 - $1441.89 $636K - $10.4M
7.24K $652K
GOOGL
Alphabet Inc.

Communication Services
1.72K
+ 26.65%
$144.7 - $178.6 $248K - $307K
8.16K $1.44M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.32K
+ 27.49%
$72.02 - $73.82 $383K - $393K
24.7K $1.82M
VGSH
Vanguard

ETFs
5.64K
+ 9.4%
$58.32 - $58.95 $329K - $333K
65.7K $3.86M
JPM
Jpmorgan Chase & CO

Financial Services
753
+ 30.45%
$210.28 - $289.91 $158K - $218K
3.23K $935K
DUK
Duke Energy Corp

Utilities
1.96K
New
$112.46 - $124.05 $220K - $243K
1.96K $230K
PM
Philip Morris International Inc.

Consumer Defensive
1.17K
New
$149.23 - $184.95 $174K - $215K
1.17K $212K
TJX
Tjx Companies Inc

Consumer Cyclical
1.65K
New
$119.13 - $135.03 $196K - $222K
1.65K $203K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
546
+ 5.16%
$86.93 - $109.64 $47.5K - $59.9K
11.1K $1.22M
GE
General Electric CO

Industrials
73
+ 2.93%
$166.81 - $257.39 $12.2K - $18.8K
2.56K $659K
EEM
Ishares Msci Emerging Markets

ETFs
33
+ 0.11%
$38.52 - $48.28 $1.27K - $1.59K
31.3K $1.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
50
+ 3.7%
$416.06 - $551.64 $20.8K - $27.6K
1.4K $773K
AVIG
American Centy ETF Tr Avantis

ETFs
2.74K
+ 5.61%
$40.41 - $41.62 $111K - $114K
51.5K $2.15M
VBK
Vanguard Small Cap Growth ETF

ETFs
14
+ 0.35%
$219.76 - $276.94 $3.08K - $3.88K
4K $1.11M
DIS
Walt Disney CO

Communication Services
348
+ 15.01%
$81.72 - $124.01 $28.4K - $43.2K
2.67K $330K
VNQ
Vanguard Specialized Funds Van

ETFs
1.47K
+ 6.75%
$79.79 - $91.42 $117K - $134K
23.2K $2.06M
V
Visa Inc.

Financial Services
81
+ 4.11%
$308.27 - $373.31 $25K - $30.2K
2.05K $727K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
63
+ 1.04%
$90.56 - $109.49 $5.71K - $6.9K
6.14K $670K
LLY
Eli Lilly & CO

Healthcare
51
+ 14.13%
$713.71 - $898.95 $36.4K - $45.8K
412 $321K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
241
+ 3.43%
$45.11 - $52.34 $10.9K - $12.6K
7.27K $380K
SPMD
Spdr Portfolio

ETFs
53
+ 1.0%
$44.89 - $54.38 $2.38K - $2.88K
5.36K $291K
Dimensional ETF Trust
40.2K
+ 77.86%
N/A
91.8K $0
DFSU
Dimensional ETF Tr Dimen Us Su
11.8K
+ 14.66%
N/A
92.2K $0
Dimensional ETF Trust
78K
+ 2.84%
N/A
2.82M $0
ELV
Elevance Health, Inc.

Healthcare
5
+ 0.62%
$372.27 - $452.69 $1.86K - $2.26K
815 $317K
ABBV
Abb Vie Inc.

Healthcare
16
+ 0.96%
$170.16 - $206.27 $2.72K - $3.3K
1.68K $312K
JNJ
Johnson & Johnson

Healthcare
4
+ 0.11%
$146.36 - $159.82 $585 - $639
3.8K $580K
XOM
Exxon Mobil Corp

Energy
2
+ 0.04%
$99.93 - $119.04 $200 - $238
5.41K $582K
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.67%
$274.35 - $599.47 $1.37K - $3K
748 $233K
Activity Summary
Buys All Purchases 50 New Holdings 7 Increased Positions 43 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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