Truepoint, Inc. Sells in Q2 2025

Truepoint, Inc.

  • $3.91 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-97.4K
- 3.56%
$46.77 - $47.89 $4.56M - $4.67M
2.64M $125M
AVUS
American Centy ETF Tr Avantis

ETFs
-19.4K
- 70.72%
$81.38 - $100.82 $1.58M - $1.95M
8.02K $808K
PG
Procter & Gamble CO

Consumer Defensive
-362
- 0.31%
$157.66 - $172.39 $57.1K - $62.4K
115K $18.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-15.1K
- 44.39%
$82.96 - $110.1 $1.25M - $1.66M
18.9K $2.08M
AAPL
Apple Inc.

Technology
-2.99K
- 12.12%
$172.42 - $223.89 $516K - $670K
21.7K $4.45M
SUB
Ishares Short Term National Mu

ETFs
-11.3K
- 2.87%
$104.77 - $106.34 $1.18M - $1.2M
382K $40.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.05K
- 14.51%
$483.48 - $539.8 $509K - $568K
6.2K $3.01M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.35K
- 29.01%
$168.34 - $195.42 $732K - $849K
10.6K $2.08M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-11.6K
- 55.01%
$63.36 - $80.23 $737K - $934K
9.52K $763K
VBR
Vanguard Small Cap Value ETF

ETFs
-3.06K
- 12.47%
$162.76 - $195.77 $498K - $598K
21.5K $4.18M
IWS
Ishares Russell Midcap Value E

ETFs
-2.1K
- 24.25%
$110.58 - $132.14 $232K - $277K
6.56K $866K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-400
- 31.35%
$468.22 - $566.51 $187K - $227K
876 $496K
ACN
Accenture PLC

Technology
-434
- 13.61%
$279.23 - $323.21 $121K - $140K
2.76K $823K
AVDV
American Centy ETF Tr Avantis

ETFs
-12.1K
- 14.39%
$61.76 - $79.32 $745K - $957K
71.7K $5.69M
VOE
Vanguard Mid Cap Value Index F

ETFs
-762
- 16.07%
$141.87 - $164.49 $108K - $125K
3.98K $654K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.23K
- 16.66%
$51.16 - $62.02 $114K - $138K
11.2K $691K
IEMG
Ishares Inc

ETFs
-1.53K
- 13.03%
N/A
10.2K $547K
IWD
Ishares Russell 1000 Val ETF

ETFs
-459
- 17.17%
$166.82 - $194.23 $76.6K - $89.2K
2.22K $430K
IEFA
Ishares Tr

ETFs
-132K
- 9.44%
$67.83 - $84.09 $8.98M - $11.1M
1.27M $106M
VB
Vanguard Small Cap ETF

ETFs
-493
- 16.06%
$193.73 - $237.37 $95.5K - $117K
2.58K $610K
VIG
Vanguard Dividend Appreciation

ETFs
-278
- 14.49%
N/A
1.64K $298K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.71K
- 19.55%
$82.51 - $109.2 $141K - $187K
7.05K $769K
USO
United States Oil Fund, LP

ETFs
-280
- 8.09%
$62.37 - $83.12 $17.5K - $23.3K
3.18K $232K
RPM
Rpm International Inc

Basic Materials
-1
- 0.02%
$96.97 - $117.58 $97 - $118
4.43K $486K
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 2.73%
$335.24 - $380.78 $16.8K - $19K
1.78K $652K
IWN
Ishares Russell2000 Val ETF

ETFs
-218
- 9.25%
$131.84 - $157.76 $28.7K - $34.4K
2.14K $337K
CSCO
Cisco Systems, Inc.

Technology
-563
- 14.33%
$53.19 - $69.38 $29.9K - $39.1K
3.37K $233K
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.44K
- 4.34%
N/A
31.7K $0
DFSI
Dimensional ETF Tr Dimen Intl
-10.2K
- 13.2%
N/A
66.8K $0
Ge Vernova Inc
-148
- 16.82%
N/A
732 $0
MA
Mastercard Inc

Financial Services
-8
- 1.81%
$479.92 - $590.74 $3.84K - $4.73K
433 $243K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.93K
- 8.4%
$39.89 - $49.46 $237K - $293K
64.6K $3.2M
CINF
Cincinnati Financial Corp

Financial Services
-2
- 0.05%
$126.6 - $151.6 $253 - $303
4.09K $608K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-54
- 0.49%
$23.55 - $27.67 $1.27K - $1.49K
11K $304K
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 2.4%
$908.13 - $1056.85 $10.9K - $12.7K
489 $484K
USB
Us Bancorp \De\

Financial Services
-7
- 0.13%
$36.4 - $45.76 $255 - $320
5.35K $242K
IBM
International Business Machines Corp

Technology
-87
- 9.21%
$221.03 - $294.78 $19.2K - $25.6K
858 $252K
WMT
Walmart Inc.

Consumer Defensive
-86
- 2.86%
$81.79 - $99.98 $7.03K - $8.6K
2.92K $285K
VXF
Vanguard Extended Market ETF

ETFs
-1
- 0.05%
$150.43 - $192.71 $150 - $193
1.92K $369K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-144
- 11.31%
$141.37 - $228.57 $20.4K - $32.9K
1.13K $255K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-186
- 2.04%
$73.7 - $90.98 $13.7K - $16.9K
8.92K $811K
GOOG
Alphabet Inc.

Communication Services
-170
- 4.21%
$146.58 - $180.01 $24.9K - $30.6K
3.87K $686K
META
Meta Platforms, Inc.

Communication Services
-56
- 9.02%
$484.66 - $738.09 $27.1K - $41.3K
565 $417K
AVDE
American Centy ETF Tr Avantis

ETFs
-695
- 3.89%
$59.32 - $74.36 $41.2K - $51.7K
17.2K $1.27M
NFLX
Netflix Inc

Communication Services
-7
- 2.92%
$855.86 - $1339.13 $5.99K - $9.37K
233 $312K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-18
- 0.14%
$72.96 - $90.39 $1.31K - $1.63K
13.2K $1.18M
INTU
Intuit Inc

Technology
-33
- 4.51%
$544.07 - $787.63 $18K - $26K
699 $550K
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.02%
$228.54 - $279.83 $229 - $280
5.48K $1.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-359
- 5.12%
$456.74 - $568.03 $164K - $204K
6.65K $3.78M
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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