All Stocks Held By Truepoint Inc.

As of 12/31/2023, we find all stocks held by Truepoint Inc. to be as follows, presented in the table below with each row detailing each Truepoint Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Truepoint Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Truepoint Inc. as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
VANGUARD BD INDEX FDS (BSV)	5,540,703	+120,897	$426,745
BSV	5,540,703	+120,897	$426,745
DIMENSIONAL ETF TRUST (DFCF)	9,332,544	-583,413	$395,700
DFCF	9,332,544	-583,413	$395,700
VANGUARD INDEX FDS (VTI)	1,361,753	-25,739	$323,035
VTI	1,361,753	-25,739	$323,035
ISHARES TR (IVV)	605,229	-7,391	$289,076
IVV	605,229	-7,391	$289,076
VANGUARD TAX MANAGED INTL FD (VEA)	4,710,752	-16,697	$225,645
VEA	4,710,752	-16,697	$225,645
VANGUARD INDEX FDS (VOT)	1,025,845	-968	$225,245
VOT	1,025,845	-968	$225,245
AMERICAN CENTY ETF TR (AVUV)	2,136,378	+25,122	$191,847
AVUV	2,136,378	+25,122	$191,847
VANGUARD INDEX FDS (VUG)	466,836	-19,142	$145,130
VUG	466,836	-19,142	$145,130
ISHARES TR (IEFA)	1,847,750	+127,506	$129,989
IEFA	1,847,750	+127,506	$129,989
DIMENSIONAL ETF TRUST (DFNM)	2,376,583	+507,077	$115,288
DFNM	2,376,583	+507,077	$115,288
DIMENSIONAL ETF TRUST (DFAT)	1,625,009	-36,798	$85,037
DFAT	1,625,009	-36,798	$85,037
DIMENSIONAL ETF TRUST (DFEM)	3,367,738	+367,189	$84,059
DFEM	3,367,738	+367,189	$84,059
SCHWAB STRATEGIC TR	2,202,179	-24,719	$81,393
SCHF	2,202,179	-24,719	$81,393
DIMENSIONAL ETF TRUST (DFUV)	2,015,225	-1,291	$75,007
DFUV	2,015,225	-1,291	$75,007
VANGUARD INDEX FDS (VV)	279,635	+11,127	$61,002
VV	279,635	+11,127	$61,002
DIMENSIONAL ETF TRUST (DFIC)	1,823,741	+101,246	$46,560
DFIC	1,823,741	+101,246	$46,560
PROCTER AND GAMBLE CO	294,608	+3,832	$43,172
PG	294,608	+3,832	$43,172
DIMENSIONAL ETF TRUST (DFLV)	1,428,483	+242,940	$38,640
DFLV	1,428,483	+242,940	$38,640
ISHARES TR (ITOT)	352,293	-11,537	$37,072
ITOT	352,293	-11,537	$37,072
ISHARES TR (SUB)	339,059	+68,468	$35,747
SUB	339,059	+68,468	$35,747
ISHARES TR (IWP)	258,388	+11,931	$26,991
IWP	258,388	+11,931	$26,991
AMERICAN CENTY ETF TR (AVEM)	476,824	+31,428	$26,888
AVEM	476,824	+31,428	$26,888
SCHWAB STRATEGIC TR	410,822	-7,353	$22,870
SCHB	410,822	-7,353	$22,870
DIMENSIONAL ETF TRUST (DFSV)	729,323	+40,399	$21,238
DFSV	729,323	+40,399	$21,238
ISHARES TR (IWV)	64,330	-71	$17,610
IWV	64,330	-71	$17,610
APPLE INC	68,786	+3,937	$13,243
AAPL	68,786	+3,937	$13,243
CINCINNATI FINL CORP	104,178	-588	$10,778
CINF	104,178	-588	$10,778
VANGUARD INDEX FDS (VOO)	21,550	+197	$9,413
VOO	21,550	+197	$9,413
DIMENSIONAL ETF TRUST (DFAX)	354,739	-13,839	$8,663
DFAX	354,739	-13,839	$8,663
ISHARES TR (IWF)	28,251	+437	$8,565
IWF	28,251	+437	$8,565
MICROSOFT CORP	20,053	+3,688	$7,541
MSFT	20,053	+3,688	$7,541
SCHWAB STRATEGIC TR	120,672	-2,138	$6,806
SCHX	120,672	-2,138	$6,806
BERKSHIRE HATHAWAY INC DEL			$6,135
BRK.B	11,119	+423	$6,135
EMERSON ELEC CO	56,762	-1,233	$5,525
EMR	56,762	-1,233	$5,525
SPDR DOW JONES INDL AVERAGE (DIA)	13,108	-1,838	$4,940
DIA	13,108	-1,838	$4,940
VANGUARD INDEX FDS (VNQ)	48,280	-1,384	$4,266
VNQ	48,280	-1,384	$4,266
META PLATFORMS INC	11,022	-656	$3,901
META	11,022	-656	$3,901
AMAZON COM INC	25,274	+2,479	$3,840
AMZN	25,274	+2,479	$3,840
SPDR S&P 500 ETF TR (SPY)	8,003	-3,430	$3,804
SPY	8,003	-3,430	$3,804
VANGUARD INDEX FDS (VBR)	20,596	-371	$3,707
VBR	20,596	-371	$3,707
ISHARES TR (IVE)	20,186	-30	$3,510
IVE	20,186	-30	$3,510
VANGUARD INTL EQUITY INDEX F (VWO)	84,143	+2,420	$3,458
VWO	84,143	+2,420	$3,458
VANGUARD BD INDEX FDS (BIV)	44,768	+5,112	$3,419
BIV	44,768	+5,112	$3,419
ALPHABET INC	22,958	+3,012	$3,207
GOOGL	22,958	+3,012	$3,207
VANGUARD STAR FDS (VXUS)	54,053	+505	$3,133
VXUS	54,053	+505	$3,133
VANGUARD SCOTTSDALE FDS (VGSH)	52,611	+16,011	$3,069
VGSH	52,611	+16,011	$3,069
ISHARES TR (IVW)	40,019	-2,967	$3,005
IVW	40,019	-2,967	$3,005
ISHARES TR (IJH)	10,737	-312	$2,976
IJH	10,737	-312	$2,976
PARK NATL CORP	20,441	+20,441	$2,716
PRK	20,441	+20,441	$2,716
NVIDIA CORPORATION	5,404	-379	$2,676
NVDA	5,404	-379	$2,676
ACCENTURE PLC IRELAND	7,351	-1,737	$2,580
ACN	7,351	-1,737	$2,580
VANGUARD INDEX FDS (VO)	10,216	+304	$2,377
VO	10,216	+304	$2,377
CATERPILLAR INC	7,420	-632	$2,194
CAT	7,420	-632	$2,194
US BANCORP DEL	50,599	+4,582	$2,190
USB	50,599	+4,582	$2,190
VANGUARD WORLD FDS (VGT)	4,391	UNCH	$2,125
VGT	4,391	UNCH	$2,125
WISDOMTREE TR	65,000	UNCH	$2,091
DES	65,000	UNCH	$2,091
VANGUARD INDEX FDS (VB)	9,612	-79	$2,051
VB	9,612	-79	$2,051
VANGUARD INTL EQUITY INDEX F (VEU)	35,585	-1,893	$1,998
VEU	35,585	-1,893	$1,998
VANGUARD INDEX FDS (VBK)	6,763	-340	$1,635
VBK	6,763	-340	$1,635
VANGUARD MUN BD FDS (VTEB)	31,620	UNCH	$1,614
VTEB	31,620	UNCH	$1,614
ISHARES TR (EEM)	37,056	UNCH	$1,490
EEM	37,056	UNCH	$1,490
ISHARES TR (EFA)	18,757	+1,690	$1,413
EFA	18,757	+1,690	$1,413
AMERICAN CENTY ETF TR (AVDV)	22,478	-926	$1,405
AVDV	22,478	-926	$1,405
DIMENSIONAL ETF TRUST (DFUS)	26,604	-586	$1,379
DFUS	26,604	-586	$1,379
JOHNSON & JOHNSON	8,625	+1,467	$1,352
JNJ	8,625	+1,467	$1,352
VISA INC	5,152	+1,926	$1,341
V	5,152	+1,926	$1,341
TESLA INC	5,299	-1,207	$1,317
TSLA	5,299	-1,207	$1,317
VANGUARD INDEX FDS (VOE)	8,814	+58	$1,278
VOE	8,814	+58	$1,278
UNITEDHEALTH GROUP INC	2,410	+987	$1,269
UNH	2,410	+987	$1,269
EXXON MOBIL CORP	12,605	+1,258	$1,260
XOM	12,605	+1,258	$1,260
CINTAS CORP	2,000	+78	$1,205
CTAS	2,000	+78	$1,205
DIMENSIONAL ETF TRUST (DFSI)	37,384	+499	$1,197
DFSI	37,384	+499	$1,197
SPDR S&P MIDCAP 400 ETF TR (MDY)	2,262	-176	$1,148
MDY	2,262	-176	$1,148
ISHARES TR (IWB)	4,350	UNCH	$1,141
IWB	4,350	UNCH	$1,141
JPMORGAN CHASE & CO	43,129	+734	$1,094
AMJ	43,129	+734	$1,094
WESBANCO INC	33,453	+6	$1,049
WSBC	33,453	+6	$1,049
ISHARES INC (IEMG)	20,663	-467	$1,045
IEMG	20,663	-467	$1,045
SCHWAB STRATEGIC TR	13,107	+517	$998
SCHD	13,107	+517	$998
FIRST TR NASDAQ 100 TECH IND (QTEC)	5,598	UNCH	$982
QTEC	5,598	UNCH	$982
PEPSICO INC	5,747	+1,572	$976
PEP	5,747	+1,572	$976
COMCAST CORP NEW	21,316	+113	$935
CMCSA	21,316	+113	$935
HOME DEPOT INC	2,623	-392	$909
HD	2,623	-392	$909
CHEVRON CORP NEW	6,079	+1,998	$907
CVX	6,079	+1,998	$907
INVESCO QQQ TR	2,194	-1,297	$899
QQQ	2,194	-1,297	$899
MERCK & CO INC	8,106	+1,408	$884
MRK	8,106	+1,408	$884
VANGUARD INDEX FDS (VTV)	5,826	-1,477	$871
VTV	5,826	-1,477	$871
VANGUARD ADMIRAL FDS INC (IVOO)	9,100	UNCH	$855
IVOO	9,100	UNCH	$855
AMERICAN CENTY ETF TR (AVUS)	10,448	+319	$852
AVUS	10,448	+319	$852
ISHARES TR (IWS)	7,304	-48	$849
IWS	7,304	-48	$849
BROADCOM INC	745	+195	$832
AVGO	745	+195	$832
AMERICAN CENTY ETF TR (AVDE)	13,651	+9	$825
AVDE	13,651	+9	$825
ABBVIE INC	5,298	-811	$821
ABBV	5,298	-811	$821
INTEL CORP	16,230	+564	$816
INTC	16,230	+564	$816
VANGUARD WORLD FD (ESGV)	9,577	-626	$815
ESGV	9,577	-626	$815
ABBOTT LABS	7,383	+3,292	$813
ABT	7,383	+3,292	$813
ISHARES TR (SCZ)	13,116	UNCH	$812
SCZ	13,116	UNCH	$812
GENERAL ELECTRIC CO	6,249	-473	$798
GE	6,249	-473	$798
AUTOZONE INC	301	-24	$778
AZO	301	-24	$778
FIRST TR EXCHANGE TRADED FD (FDN)	4,152	UNCH	$775
FDN	4,152	UNCH	$775
ISHARES TR (MUB)	7,103	-78,277	$770
MUB	7,103	-78,277	$770
JPMORGAN CHASE & CO	4,483	-10,053	$763
JPM	4,483	-10,053	$763
KINDER MORGAN INC DEL	42,861	+13,544	$756
KMI	42,861	+13,544	$756
COSTCO WHSL CORP NEW	1,141	+241	$753
COST	1,141	+241	$753
DIMENSIONAL ETF TRUST (DFSU)	24,144	UNCH	$752
DFSU	24,144	UNCH	$752
INVESCO EXCH TRADED FD TR II (TAN)	14,000	-15,500	$747
TAN	14,000	-15,500	$747
ELI LILLY & CO	1,241	+181	$723
LLY	1,241	+181	$723
ISHARES TR (IJK)	9,000	+9	$713
IJK	9,000	+9	$713
ISHARES TR (IJR)	6,449	-889	$698
IJR	6,449	-889	$698
WALMART INC	4,309	-928	$679
WMT	4,309	-928	$679
FIFTH THIRD BANCORP	19,644	-334	$678
FITB	19,644	-334	$678
DISNEY WALT CO	7,416	+1,377	$670
DIS	7,416	+1,377	$670
FIRST TR EXCHANGE TRADED FD (FXR)	9,707	UNCH	$630
FXR	9,707	UNCH	$630
ISHARES INC (EWG)	20,817	UNCH	$618
EWG	20,817	UNCH	$618
DIMENSIONAL ETF TRUST (DFSE)	19,293	+94	$610
DFSE	19,293	+94	$610
INTUIT	969	-136	$606
INTU	969	-136	$606
ALLIANT ENERGY CORP	11,819	+2,710	$606
LNT	11,819	+2,710	$606
VANGUARD WORLD FD (VSGX)	10,830	+31	$599
VSGX	10,830	+31	$599
VERIZON COMMUNICATIONS INC	15,491	+648	$584
VZ	15,491	+648	$584
MASTERCARD INCORPORATED	1,357	-69	$579
MA	1,357	-69	$579
COLGATE PALMOLIVE CO	6,955	+6,955	$554
CL	6,955	+6,955	$554
BANK AMERICA CORP	16,161	+16,161	$544
BAC	16,161	+16,161	$544
RPM INTL INC	4,864	+751	$543
RPM	4,864	+751	$543
MCDONALDS CORP	1,787	-640	$530
MCD	1,787	-640	$530
THERMO FISHER SCIENTIFIC INC	986	+986	$523
TMO	986	+986	$523
SPDR SER TR (SDY)	3,941	UNCH	$493
SDY	3,941	UNCH	$493
ALPHABET INC	3,491	-451	$492
GOOG	3,491	-451	$492
ADOBE INC	812	+265	$484
ADBE	812	+265	$484
GOLDMAN SACHS ETF TR (GSLC)	5,062	UNCH	$475
GSLC	5,062	UNCH	$475
AMERICAN CENTY ETF TR (AVLV)	8,210	UNCH	$474
AVLV	8,210	UNCH	$474
KROGER CO	10,021	-1,762	$458
KR	10,021	-1,762	$458
SALESFORCE INC	1,725	+451	$454
CRM	1,725	+451	$454
LINDE PLC	1,092	+142	$448
LIN	1,092	+142	$448
ADVANCED MICRO DEVICES INC	3,028	+3,028	$446
AMD	3,028	+3,028	$446
SCHWAB STRATEGIC TR	21,132	UNCH	$438
SCHH	21,132	UNCH	$438
ISHARES TR (IWD)	2,626	UNCH	$434
IWD	2,626	UNCH	$434
UNITED PARCEL SERVICE INC	2,706	+2,706	$425
UPS	2,706	+2,706	$425
AMERICAN WTR WKS CO INC NEW	3,204	+3,204	$423
AWK	3,204	+3,204	$423
VANGUARD BD INDEX FDS (BND)	5,712	+457	$420
BND	5,712	+457	$420
DEVON ENERGY CORP NEW	9,200	+9,200	$417
DVN	9,200	+9,200	$417
QUALCOMM INC	2,861	+2,861	$414
QCOM	2,861	+2,861	$414
XCEL ENERGY INC	6,618	+551	$410
XEL	6,618	+551	$410
PNC FINL SVCS GROUP INC	2,641	+291	$409
PNC	2,641	+291	$409
LOCKHEED MARTIN CORP	890	-292	$403
LMT	890	-292	$403
NETFLIX INC	820	+820	$399
NFLX	820	+820	$399
ISHARES TR (TFLO)	7,803	UNCH	$394
TFLO	7,803	UNCH	$394
SEI INVTS CO	6,155	+6,155	$391
SEIC	6,155	+6,155	$391
HARTFORD FINL SVCS GROUP INC	4,757	+1,183	$382
HIG	4,757	+1,183	$382
MEDTRONIC PLC	4,617	+4,617	$380
MDT	4,617	+4,617	$380
ELEVANCE HEALTH INC	792	-63	$373
ELV	792	-63	$373
MARTIN MARIETTA MATLS INC	724	+724	$361
MLM	724	+724	$361
AMERICAN EXPRESS CO	1,921	+1,921	$360
AXP	1,921	+1,921	$360
AGILENT TECHNOLOGIES INC	2,585	+2,585	$359
A	2,585	+2,585	$359
NVR INC	51	+51	$357
NVR	51	+51	$357
METLIFE INC	5,371	+2,063	$355
MET	5,371	+2,063	$355
PIPER SANDLER COMPANIES	1,944	+1	$340
PIPR	1,944	+1	$340
SEMPRA	4,428	+395	$331
SRE	4,428	+395	$331
BOSTON SCIENTIFIC CORP	5,715	+5,715	$330
BSX	5,715	+5,715	$330
INTERNATIONAL BUSINESS MACHS	2,016	+213	$330
IBM	2,016	+213	$330
ISHARES TR (IWR)	4,219	+266	$328
IWR	4,219	+266	$328
CVS HEALTH CORP	4,123	-110,515	$326
CVS	4,123	-110,515	$326
SPDR SER TR (SPTM)	5,491	UNCH	$321
SPTM	5,491	UNCH	$321
CARDINAL HEALTH INC	3,162	+7	$319
CAH	3,162	+7	$319
UNION PAC CORP	1,294	+1,294	$318
UNP	1,294	+1,294	$318
CHIPOTLE MEXICAN GRILL INC	138	+12	$316
CMG	138	+12	$316
IDACORP INC	3,212	+635	$316
IDA	3,212	+635	$316
VANGUARD INDEX FDS (VXF)	1,918	-425	$315
VXF	1,918	-425	$315
TARGET CORP	2,204	+2,204	$314
TGT	2,204	+2,204	$314
PHILIP MORRIS INTL INC	3,331	-966	$313
PM	3,331	-966	$313
ISHARES TR (IWM)	1,527	-1,507	$306
IWM	1,527	-1,507	$306
ORACLE CORP	2,866	-154	$302
ORCL	2,866	-154	$302
ONEOK INC NEW	4,276	+4,276	$300
OKE	4,276	+4,276	$300
EATON CORP PLC	1,240	+1,240	$299
ETN	1,240	+1,240	$299
REALTY INCOME CORP	5,176	+5,176	$297
O	5,176	+5,176	$297
SMUCKER J M CO	2,308	+373	$292
SJM	2,308	+373	$292
DUKE ENERGY CORP NEW	2,982	+2,982	$289
DUK	2,982	+2,982	$289
HIGHWOODS PPTYS INC	12,541	+12,541	$288
HIW	12,541	+12,541	$288
ISHARES TR (IWN)	1,845	-363	$287
IWN	1,845	-363	$287
PROLOGIS INC.	2,149	+2,149	$286
PLD	2,149	+2,149	$286
CAPITAL ONE FINL CORP	2,177	+2,177	$285
COF	2,177	+2,177	$285
NISOURCE INC	10,730	+960	$285
NI	10,730	+960	$285
SERVICENOW INC	401	+401	$283
NOW	401	+401	$283
NIKE INC	2,584	+2,584	$281
NKE	2,584	+2,584	$281
GILEAD SCIENCES INC	3,440	+3,440	$279
GILD	3,440	+3,440	$279
AT&T INC	16,572	+1,792	$278
T	16,572	+1,792	$278
EDWARDS LIFESCIENCES CORP	3,633	+3,633	$277
EW	3,633	+3,633	$277
STARBUCKS CORP	2,885	+2,885	$277
SBUX	2,885	+2,885	$277
SCHWAB STRATEGIC TR	3,344	UNCH	$277
SCHG	3,344	UNCH	$277
DOW INC	4,987	+4,987	$273
DOW	4,987	+4,987	$273
FIRST TR EXCHANGE TRADED FD (FXN)	16,300	UNCH	$272
FXN	16,300	UNCH	$272
TEXAS ROADHOUSE INC	2,225	+2,225	$272
TXRH	2,225	+2,225	$272
BLACK HILLS CORP	4,959	+4,959	$268
BKH	4,959	+4,959	$268
GRAINGER W W INC	322	+322	$267
GWW	322	+322	$267
DANAHER CORPORATION	1,144	-56	$265
DHR	1,144	-56	$265
OREILLY AUTOMOTIVE INC	275	+275	$261
ORLY	275	+275	$261
GALLAGHER ARTHUR J & CO	1,155	UNCH	$260
AJG	1,155	UNCH	$260
CSX CORP	7,441	-3,808	$258
CSX	7,441	-3,808	$258
SHERWIN WILLIAMS CO	820	+820	$256
SHW	820	+820	$256
VANGUARD ADMIRAL FDS INC (VOOG)	928	+58	$251
VOOG	928	+58	$251
UNITED STS OIL FD LP	3,733	UNCH	$249
USO	3,733	UNCH	$249
MICROCHIP TECHNOLOGY INC.	2,754	+2,754	$248
MCHP	2,754	+2,754	$248
FISERV INC	1,863	+1,863	$247
FI	1,863	+1,863	$247
CISCO SYS INC	4,810	-523	$243
CSCO	4,810	-523	$243
CITIGROUP INC	4,708	+4,708	$242
C	4,708	+4,708	$242
GLOBE LIFE INC	1,986	+1,986	$242
GL	1,986	+1,986	$242
ISHARES TR (USMV)	3,098	-453	$242
USMV	3,098	-453	$242
PHYSICIANS RLTY TR	18,100	+18,100	$241
DOC	18,100	+18,100	$241
ALTRIA GROUP INC	5,854	-708	$236
MO	5,854	-708	$236
BANK NEW YORK MELLON CORP	4,480	+4,480	$233
BK	4,480	+4,480	$233
CITIZENS FINL GROUP INC	6,969	+6,969	$231
CFG	6,969	+6,969	$231
PFIZER INC	7,865	-849	$226
PFE	7,865	-849	$226
MARSH & MCLENNAN COS INC	1,188	+1,188	$225
MMC	1,188	+1,188	$225
VANGUARD SPECIALIZED FUNDS (VIG)	1,313	UNCH	$224
VIG	1,313	UNCH	$224
CHAMPIONX CORPORATION	7,592	+7,592	$222
CHX	7,592	+7,592	$222
CHUBB LIMITED	976	+976	$221
CB	976	+976	$221
COCA COLA CO	3,747	+3,747	$221
KO	3,747	+3,747	$221
VANGUARD WORLD FDS (VDC)	1,157	UNCH	$221
VDC	1,157	UNCH	$221
APPLIED MATLS INC	1,356	-655	$220
AMAT	1,356	-655	$220
ILLINOIS TOOL WKS INC	840	+840	$220
ITW	840	+840	$220
VANGUARD INTL EQUITY INDEX F (VT)	2,134	+2,134	$220
VT	2,134	+2,134	$220
AMERICAN FINL GROUP INC OHIO	1,843	-262	$219
AFG	1,843	-262	$219
RTX CORPORATION	2,596	+2,596	$218
RTX	2,596	+2,596	$218
BAKER HUGHES COMPANY	6,357	+6,357	$217
BKR	6,357	+6,357	$217
FIRST TR EXCHANGE TRADED FD (FBT)	1,372	+1,372	$217
FBT	1,372	+1,372	$217
GRAHAM HLDGS CO	312	+312	$217
GHC	312	+312	$217
FIRST FINL BANCORP OH	9,109	+9,109	$216
FFBC	9,109	+9,109	$216
SPIRIT RLTY CAP INC NEW	4,934	+4,934	$216
SRC	4,934	+4,934	$216
GRACO INC	2,435	+2,435	$211
GGG	2,435	+2,435	$211
LAM RESEARCH CORP	269	+269	$211
LRCX	269	+269	$211
FIRST TR EXCHANGE TRADED FD (QCLN)	5,000	+5,000	$211
QCLN	5,000	+5,000	$211
SKYWORKS SOLUTIONS INC	1,838	+1,838	$207
SWKS	1,838	+1,838	$207
GLOBAL X FDS	15,600	+15,600	$206
RAYS	15,600	+15,600	$206
BRISTOL MYERS SQUIBB CO	3,927	+3,927	$202
BMY	3,927	+3,927	$202
SYNOPSYS INC	392	+392	$202
SNPS	392	+392	$202
EAGLE MATLS INC	993	+993	$201
EXP	993	+993	$201
FRANKLIN STR PPTYS CORP	74,733	UNCH	$191
FSP	74,733	UNCH	$191
GOLD FIELDS LTD	12,000	UNCH	$174
GFI	12,000	UNCH	$174
VIATRIS INC	14,157	-893	$153
VTRS	14,157	-893	$153
OLAPLEX HOLDGS INC	10,085	+10,085	$26
OLPX	10,085	+10,085	$26
CHARGE ENTERPRISES INC	70,000	+46,000	$8
CRGE	70,000	+46,000	$8
ZOVIO INC	48,484	+0	$0
COM	48,484	UNCH	$0
ANALOG DEVICES INC			$0 (exited)
ADI	0	-1,175	$0
AMGEN INC			$0 (exited)
AMGN	0	-1,109	$0
THE CIGNA GROUP			$0 (exited)
CI	0	-728	$0
CONOCOPHILLIPS			$0 (exited)
COP	0	-2,043	$0
DELTA AIR LINES INC DEL			$0 (exited)
DAL	0	-5,620	$0
DIMENSIONAL ETF TRUST			$0 (exited)
DFAC	0	-15,242	$0
DIMENSIONAL ETF TRUST			$0 (exited)
DFAS	0	-3,813	$0
VANGUARD WORLD FD			$0 (exited)
EDV	0	-4,685	$0
ENBRIDGE INC			$0 (exited)
ENB	0	-7,089	$0
EOG RES INC			$0 (exited)
EOG	0	-1,634	$0
EVERGY INC			$0 (exited)
EVRG	0	-5,633	$0
EXELON CORP			$0 (exited)
EXC	0	-5,374	$0
GE HEALTHCARE TECHNOLOGIES I			$0 (exited)
GEHC	0	-3,264	$0
HUNTINGTON BANCSHARES INC			$0 (exited)
HBAN	0	-11,705	$0
HONEYWELL INTL INC			$0 (exited)
HON	0	-1,264	$0
INTUITIVE SURGICAL INC			$0 (exited)
ISRG	0	-707	$0
KRAFT HEINZ CO			$0 (exited)
KHC	0	-7,181	$0
GLOBAL X FDS			$0 (exited)
LIT	0	-4,300	$0
LOWES COS INC			$0 (exited)
LOW	0	-1,154	$0
MARRIOTT INTL INC NEW			$0 (exited)
MAR	0	-1,543	$0
MEDICAL PPTYS TRUST INC			$0 (exited)
MPW	0	-16,476	$0
NORTHWESTERN CORP			$0 (exited)
NWE	0	-4,216	$0
PUBLIC STORAGE			$0 (exited)
PSA	0	-914	$0
INVESTMENT MANAGERS SER TR 1			$0 (exited)
SARK	0	-6,000	$0
SPDR SER TR			$0 (exited)
SPTL	0	-21,805	$0
STRYKER CORPORATION			$0 (exited)
SYK	0	-1,044	$0
ISHARES TR			$0 (exited)
TLT	0	-4,437	$0
TEXAS INSTRS INC			$0 (exited)
TXN	0	-1,521	$0

See Summary: Truepoint Inc. Top Holdings
See Details: Top 10 Stocks Held By Truepoint Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
PRK	+20,441	+$2,716
CL	+6,955	+$554
BAC	+16,161	+$544
TMO	+986	+$523
AMD	+3,028	+$446
UPS	+2,706	+$425
AWK	+3,204	+$423
DVN	+9,200	+$417
QCOM	+2,861	+$414
NFLX	+820	+$399

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SPTL	-21,805	-$570
DFAC	-15,242	-$399
TLT	-4,437	-$394
EDV	-4,685	-$328
MAR	-1,543	-$303
AMGN	-1,109	-$298
EVRG	-5,633	-$286
SYK	-1,044	-$285
COP	-2,043	-$245
TXN	-1,521	-$242

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DFNM	+507,077	+$28,412
DFEM	+367,189	+$14,116
DFLV	+242,940	+$9,227
IEFA	+127,506	+$19,291
BSV	+120,897	+$19,338
DFIC	+101,246	+$6,340
SUB	+68,468	+$7,914
CRGE	+46,000	-$4
DFSV	+40,399	+$3,781
AVEM	+31,428	+$3,376

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DFCF	-583,413	-$4,607
CVS	-110,515	-$7,678
MUB	-78,277	-$7,985
DFAT	-36,798	+$9,109
VTI	-25,739	+$28,318
SCHF	-24,719	+$5,768
VUG	-19,142	+$12,793
VEA	-16,697	+$18,961
TAN	-15,500	-$781

Truepoint Inc. Info

Size ($ in 1000's)
At 12/31/2023: $3,414,763
At 09/30/2023: $3,109,668

Truepoint Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Truepoint Inc. 13F filings. Link to 13F filings: SEC filings

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