account_balance
Investment manager · 13F filer · SEC CIK 1427748
Truepoint, Inc.
Reported value$4.92Bas of Sep 30, 2026
Positions182 38 new, 16 sold out
Top 10 weight74.3%BSV alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BSVVanguard Bd Index FDS
12.1%Added +5%
IVViShares Tr
11.3%Added +9%
DFCFDimensional ETF Trust
11.3%Added +3%
VTIVanguard Index FDS
8.7%
VOTVanguard Index FDS
6.9%Added +7%
AVUVAmerican Centy ETF Tr
6.6%Added +4%
VEAVanguard Tax-Managed FDS
5.2%Added +14%
VUGVanguard Index FDS
4.6%Added +4%
DFEMDimensional ETF Trust
4.5%Added +11%
DFLVDimensional ETF Trust
3.0%Added +9%
DFNMDimensional ETF Trust
2.4%−21%
VV2.3%
BSVVanguard Bd Index FDS
12.1%Added +5%
IVViShares Tr
11.3%Added +9%
DFCFDimensional ETF Trust
11.3%+3%
VTIVanguard Index FDS
8.7%
VOTVanguard Index FDS
6.9%
AVUVAmerican Centy ETF Tr
6.6%
VEAVanguard Tax-Managed FDS
5.2%
VUGVanguard Index FDS
4.6%
DFEM4.5%
DFLV
DFNM
VV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BSV Vanguard Bd Index FDS 12.1% Added +5%
IVV iShares Tr 11.3% Added +9%
DFCF Dimensional ETF Trust 11.3% Added +3%
VTI Vanguard Index FDS 8.7% Held
VOT Vanguard Index FDS 6.9% Added +7%
AVUV American Centy ETF Tr 6.6% Added +4%
VEA Vanguard Tax-Managed FDS 5.2% Added +14%
VUG Vanguard Index FDS 4.6% Added +4%
DFEM Dimensional ETF Trust 4.5% Added +11%
DFLV Dimensional ETF Trust 3.0% Added +9%
DFNM Dimensional ETF Trust 2.4% Trimmed −21%
VV Vanguard Index FDS 2.3% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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