Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Truepoint, Inc. (CIK 1427748) reported $4.48B across 147 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BSV ($566.0M, 12.62%), DFCF ($551.5M, 12.30%), IVV ($454.5M, 10.14%), VTI ($378.0M, 8.43%), AVUV ($317.3M, 7.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | $566.0M | 12.62% | 7.2M | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $551.5M | 12.30% | 13.1M | Added |
| 3 | IVV | ISHARES TR | $454.5M | 10.14% | 695,831 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $378.0M | 8.43% | 1.2M | Trimmed |
| 5 | AVUV | AMERICAN CENTY ETF TR | $317.3M | 7.07% | 2.9M | Added |
| 6 | VOT | VANGUARD INDEX FDS | $284.6M | 6.35% | 1.1M | Added |
| 7 | VEA | VANGUARD TAX-MANAGED INTL FD | $221.4M | 4.94% | 3.5M | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $184.8M | 4.12% | 423,091 | Added |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $182.6M | 4.07% | 5.3M | Added |
| 10 | DFNM | DIMENSIONAL ETF TRUST | $148.4M | 3.31% | 3.1M | Added |
| 11 | DFLV | DIMENSIONAL ETF TRUST | $128.0M | 2.86% | 3.6M | Added |
| 12 | VV | VANGUARD INDEX FDS | $105.3M | 2.35% | 352,290 | Added |
| 13 | IEFA | ISHARES TR | $102.9M | 2.29% | 1.1M | Trimmed |
| 14 | DFUV | DIMENSIONAL ETF TRUST | $94.2M | 2.10% | 1.9M | Trimmed |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $92.5M | 2.06% | 1.5M | Trimmed |
| 16 | SCHF | SCHWAB STRATEGIC TR | $80.5M | 1.79% | 3.3M | Trimmed |
| 17 | DFIC | DIMENSIONAL ETF TRUST | $69.6M | 1.55% | 2.0M | Trimmed |
| 18 | SUB | ISHARES TR | $47.8M | 1.07% | 448,765 | Added |
| 19 | DFSV | DIMENSIONAL ETF TRUST | $47.0M | 1.05% | 1.3M | Added |
| 20 | ITOT | ISHARES TR | $45.7M | 1.02% | 320,658 | Trimmed |
| 21 | IWP | ISHARES TR | $43.1M | 0.96% | 336,317 | Added |
| 22 | AVEM | AMERICAN CENTY ETF TR | $36.7M | 0.82% | 455,472 | Trimmed |
| 23 | SCHB | SCHWAB STRATEGIC TR | $27.5M | 0.61% | 1.1M | Trimmed |
| 24 | SCHX | SCHWAB STRATEGIC TR | $21.7M | 0.48% | 845,502 | Added |
| 25 | IWV | ISHARES TR | $21.5M | 0.48% | 58,119 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31