Fiduciary Financial Group, LLC Incresed Positions in Q3 2025

Fiduciary Financial Group, LLC

  • $633 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
124K
+ 47.59%
$100.37 - $100.74 $12.5M - $12.5M
385K $38.7B
AAPL
Apple Inc.

Technology
9.84K
+ 5.32%
$202.38 - $256.87 $1.99M - $2.53M
195K $49.6B
SCHO
Schwab Short Term Us Treasury

ETFs
140K
+ 7.9%
$24.23 - $24.42 $3.39M - $3.42M
1.91M $46.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
36.7K
+ 5.42%
$36.04 - $38.78 $1.32M - $1.42M
713K $27.5B
DFIV
Dimensional ETF Tr

ETFs
31.3K
+ 6.11%
$42.66 - $46.53 $1.34M - $1.46M
544K $25.1B
DFAI
Dimensional ETF Tr

ETFs
41K
+ 6.38%
$34.05 - $36.55 $1.4M - $1.5M
685K $24.9B
DFAE
Dimensional ETF Tr

ETFs
33.9K
+ 5.35%
$28.84 - $31.84 $977K - $1.08M
667K $21B
VTV
Vanguard Value ETF

ETFs
4.12K
+ 3.49%
$175.51 - $186.57 $723K - $769K
122K $22.8B
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.8K
+ 282.55%
$85.01 - $90.35 $1.26M - $1.34M
20.1K $1.79B
AAXJ
Ishares Msci All Country Asia

ETFs
2.71K
+ 2.38%
$82.05 - $91.87 $222K - $249K
117K $10.7B
IAU
Ishares Gold Trust

ETFs
2.17K
+ 2.21%
$61.62 - $72.77 $134K - $158K
101K $7.31B
DFAT
Dimensional ETF Tr U S Target

ETFs
9.28K
+ 4.96%
$53.36 - $59.69 $495K - $554K
196K $11.4B
GNR
Spdr S&P Global Natural Resour

ETFs
9.22K
+ 7.85%
$54.23 - $59.34 $500K - $547K
127K $7.5B
DIHP
Dimensional ETF Tr Dimensional

ETFs
19.3K
+ 7.97%
$28.69 - $30.59 $553K - $589K
261K $7.93B
DFIC
Dimensional ETF Tr Dimensional

ETFs
17.9K
+ 17.62%
$30.76 - $33.01 $550K - $591K
119K $3.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
182
+ 1.55%
$546.99 - $602.2 $99.6K - $110K
12K $7.18B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
31.6K
+ 44.37%
$20.84 - $21.03 $659K - $665K
103K $2.15B
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.85K
+ 1.66%
$35.76 - $37.93 $138K - $146K
235K $8.89B
TMUS
T Mobile Us, Inc.

Communication Services
2.41K
+ 129.36%
$226.02 - $259.01 $545K - $624K
4.27K $1.02B
GOOGL
Alphabet Inc.

Communication Services
361
+ 5.03%
$174.36 - $254.72 $62.9K - $92K
7.53K $1.83B
Dimensional ETF Trust
7.27K
+ 3.31%
N/A
227K $7.46B
FLRN
Spdr Bloomberg Investment Grad

ETFs
15.2K
+ 5.62%
$30.71 - $30.86 $467K - $469K
286K $8.81B
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.21K
+ 4.53%
$107.66 - $112.36 $346K - $361K
74K $8.25B
Dimensional ETF Trust
5.85K
+ 39.47%
N/A
20.7K $1.49B
REET
Ishares Global Reit ETF

ETFs
14.7K
+ 9.25%
$24.45 - $25.91 $358K - $380K
173K $4.43B
VBR
Vanguard Small Cap Value ETF

ETFs
1.48K
+ 8.91%
$195.41 - $212.37 $288K - $313K
18K $3.76B
SJNK
Spdr Bloomberg Short Term High

ETFs
15.5K
+ 33.2%
$25.28 - $25.63 $393K - $398K
62.3K $1.6B
EWY
Ishares Inc Msci South Korea E

ETFs
68
+ 0.17%
$70.07 - $81.56 $4.76K - $5.55K
39.4K $3.16B
ETN
Eaton Corp PLC

Industrials
827
+ 65.53%
$342.99 - $392.76 $284K - $325K
2.09K $782M
DFSI
Dimensional ETF Tr Dimen Intl
7.42K
+ 42.52%
N/A
24.9K $1.02B
BWX
Spdr Bloomberg International T

ETFs
14.5K
+ 135.02%
$22.58 - $23.5 $328K - $341K
25.3K $581M
VEU
Vanguard Ftse All World Ex Us

ETFs
639
+ 0.99%
$66.38 - $71.68 $42.4K - $45.8K
65K $4.64B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.63K
+ 2.67%
$29.55 - $32.52 $77.7K - $85.6K
101K $3.24B
MSFT
Microsoft Corp

Technology
105
+ 1.06%
$491.09 - $535.64 $51.6K - $56.2K
9.98K $5.17B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.1K
+ 45.0%
$55.61 - $57.37 $283K - $292K
16.4K $938M
MU
Micron Technology Inc

Technology
29
+ 0.54%
$104.88 - $168.89 $3.04K - $4.9K
5.41K $905M
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.98K
+ 16.88%
$29.2 - $32.74 $174K - $196K
41.4K $1.32B
VB
Vanguard Small Cap ETF

ETFs
833
+ 34.94%
$237.58 - $259.17 $198K - $216K
3.22K $818M
VEA
Vanguard Ftse Developed Market

ETFs
3.01K
+ 15.6%
$56.02 - $60.3 $169K - $181K
22.3K $1.34B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.11K
+ 25.51%
$97.75 - $100.75 $206K - $212K
10.4K $1.04B
MUB
Ishares National Muni Bond ETF

ETFs
343
+ 0.41%
$103.24 - $106.68 $35.4K - $36.6K
85K $9.05B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.13K
+ 3.39%
$91.44 - $91.77 $195K - $195K
65K $5.97B
DFSU
Dimensional ETF Tr Dimen Us Su
3.13K
+ 12.03%
N/A
29.2K $1.24B
Oaktree Specialty Lending CO
18.6K
+ 30.77%
N/A
79.1K $1.03B
JNJ
Johnson & Johnson

Healthcare
134
+ 2.4%
$155.17 - $185.42 $20.8K - $24.8K
5.72K $1.06B
GS
Goldman Sachs Group Inc

Financial Services
34
+ 1.98%
$696.56 - $806.32 $23.7K - $27.4K
1.75K $1.4B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
4.35K
+ 53.55%
$33.78 - $36.74 $147K - $160K
12.5K $454M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
672
+ 2.3%
$49.43 - $54.52 $33.2K - $36.6K
29.9K $1.62B
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.5K
+ 36.1%
$91.28 - $97.59 $137K - $146K
5.66K $542M
Activity Summary
Buys All Purchases 186 New Holdings 45 Increased Positions 141 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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