Truepoint, Inc. Incresed Positions in Q1 2025

Truepoint, Inc.

  • $3.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
183K
+ 1.65%
$40.79 - $42.32 $7.48M - $7.76M
11.3M $475M
VV
Vanguard Large Cap ETF

ETFs
63.8K
+ 25.73%
$253.32 - $282.66 $16.2M - $18M
312K $80.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
75.1K
+ 1.2%
$76.94 - $78.28 $5.78M - $5.88M
6.34M $496M
DFSV
Dimensional ETF Tr Dimensional

ETFs
355K
+ 55.94%
$27.56 - $32.1 $9.77M - $11.4M
988K $27.8M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
163K
+ 3.44%
$25.35 - $27.46 $4.14M - $4.48M
4.91M $130M
SCHG
Schwab Strategic Tr Us Large C

ETFs
66.8K
+ 305.63%
$24.91 - $29.02 $1.66M - $1.94M
88.6K $2.22M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
21.4K
+ 1.18%
$39.96 - $43.3 $856K - $928K
1.83M $75.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.6K
+ 28.31%
$442.66 - $534.52 $709K - $856K
7.26K $3.86M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
35.2K
+ 1.3%
$47.35 - $48.24 $1.67M - $1.7M
2.74M $130M
AVUV
American Centy ETF Tr Avantis

ETFs
258K
+ 11.29%
$84.95 - $100.62 $21.9M - $25.9M
2.54M $221M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21.1K
+ 512.08%
$49.25 - $50.66 $1.04M - $1.07M
25.2K $1.25M
AAPL
Apple Inc.

Technology
6.61K
+ 36.59%
$209.68 - $247.1 $1.39M - $1.63M
24.7K $5.48M
AVEM
American Centy ETF Tr Avantis

ETFs
6.22K
+ 1.58%
$57.11 - $62.4 $355K - $388K
400K $24.1M
SUB
Ishares Short Term National Mu

ETFs
8.03K
+ 2.08%
$105.3 - $106.24 $845K - $853K
394K $41.6M
AVUS
American Centy ETF Tr Avantis

ETFs
9.5K
+ 53.17%
$90.7 - $101.57 $862K - $965K
27.4K $2.53M
PG
Procter & Gamble CO

Consumer Defensive
880
+ 0.77%
$158.56 - $176.26 $140K - $155K
115K $19.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
917
+ 210.32%
$468.34 - $539.52 $429K - $495K
1.35K $634K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.41K
+ 9.98%
$42.5 - $46.71 $272K - $299K
70.6K $3.19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.55K
+ 30.68%
$71.17 - $73.66 $323K - $335K
19.4K $1.42M
IWB
Ishares Tr Russell 1000 ETF

ETFs
893
+ 17.93%
$302.31 - $337.54 $270K - $301K
5.87K $1.8M
AMZN
Amazon Com Inc

Consumer Cyclical
2.08K
+ 28.57%
$190.26 - $242.06 $396K - $504K
9.37K $1.78M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.9K
+ 17.92%
$55.47 - $61.45 $105K - $117K
12.5K $736K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.92K
+ 22.15%
$96.93 - $109.51 $186K - $210K
10.6K $1.04M
VNQ
Vanguard Specialized Funds Van

ETFs
1K
+ 4.83%
$85.55 - $94.34 $85.6K - $94.4K
21.7K $1.97M
IEMG
Ishares Inc

ETFs
1.55K
+ 15.21%
N/A
11.7K $629K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.05K
+ 18.12%
$57.21 - $65.8 $117K - $135K
13.4K $781K
AVLV
American Centy ETF Tr Avantis
1.29K
+ 14.89%
$63.51 - $70.42 $81.9K - $90.8K
9.95K $648K
IWD
Ishares Russell 1000 Val ETF

ETFs
328
+ 13.98%
$182.82 - $196.21 $60K - $64.4K
2.67K $503K
ELV
Elevance Health, Inc.

Healthcare
40
+ 5.19%
$365.9 - $436.25 $14.6K - $17.5K
810 $352K
VIG
Vanguard Dividend Appreciation

ETFs
348
+ 22.15%
N/A
1.92K $349K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
430
+ 6.53%
$507.05 - $563.67 $218K - $242K
7.01K $3.6M
VGSH
Vanguard

ETFs
296
+ 0.5%
$58.07 - $58.69 $17.2K - $17.4K
60K $3.52M
JPM
Jpmorgan Chase & CO

Financial Services
64
+ 2.66%
$225.19 - $279.95 $14.4K - $17.9K
2.47K $606K
CSCO
Cisco Systems, Inc.

Technology
267
+ 7.29%
$58.74 - $64.87 $15.7K - $17.3K
3.93K $242K
NFLX
Netflix Inc

Communication Services
13
+ 5.73%
$828.4 - $1058.6 $10.8K - $13.8K
240 $223K
GOOG
Alphabet Inc.

Communication Services
816
+ 25.33%
$156.06 - $207.71 $127K - $169K
4.04K $630K
PEP
Pepsico Inc

Consumer Defensive
45
+ 3.32%
$142.64 - $156.42 $6.42K - $7.04K
1.4K $210K
Dimensional ETF Trust
8.92K
+ 20.88%
N/A
51.6K $0
DFSU
Dimensional ETF Tr Dimen Us Su
10.5K
+ 15.09%
N/A
80.4K $0
DFSI
Dimensional ETF Tr Dimen Intl
2.05K
+ 2.74%
N/A
76.9K $0
Dimensional ETF Trust
502K
+ 22.42%
N/A
2.74M $0
DFSE
Dimensional ETF Tr Dimen Emrgn
1.08K
+ 3.38%
N/A
33.1K $0
SPMD
Spdr Portfolio

ETFs
56
+ 1.07%
$50.21 - $57.73 $2.81K - $3.23K
5.3K $271K
IJK
Ishares S&P Midcap 400 Growth

ETFs
84
+ 0.93%
$81.62 - $96.63 $6.86K - $8.12K
9.11K $758K
IWP
Ishares Russell Mid Cap Growth

ETFs
14.7K
+ 6.23%
$114.9 - $139.6 $1.69M - $2.05M
250K $29.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
267
+ 1.1%
$360.07 - $417.26 $96.1K - $111K
24.5K $8.84M
VOT
Vanguard Mid Cap Growth Index

ETFs
17.7K
+ 1.76%
$237.72 - $276.98 $4.22M - $4.91M
1.02M $250M
IVV
Ishares Core S&P 500 ETF

ETFs
18.2K
+ 2.99%
$554.06 - $615.85 $10.1M - $11.2M
627K $352M
VUG
Vanguard Growth ETF

ETFs
6.69K
+ 1.63%
$369.1 - $427.61 $2.47M - $2.86M
418K $155M
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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