Gem Asset Management, LLC Purchases in Q2 2025

Gem Asset Management, LLC

  • $195 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.91K
+ 1.93%
$53.65 - $67.02 $210K - $262K
206K $13.9B
VONG
Vanguard Russell 1000 Growth E

ETFs
7.3K
+ 18.34%
$82.51 - $109.2 $602K - $797K
47.1K $5.16B
DFAI
Dimensional ETF Tr

ETFs
10.4K
+ 4.04%
$28.02 - $34.71 $292K - $362K
268K $9.21B
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.21K
+ 3.69%
$52.31 - $63.72 $220K - $268K
118K $7.69B
DFIC
Dimensional ETF Tr Dimensional

ETFs
16.7K
+ 30.68%
$24.94 - $31.15 $417K - $521K
71.3K $2.2B
DFAE
Dimensional ETF Tr

ETFs
2.94K
+ 1.59%
$22.87 - $28.95 $67.2K - $85K
187K $5.4B
DFAU
Dimensional ETF Tr

ETFs
1.1K
+ 0.81%
$34.04 - $42.36 $37.6K - $46.8K
137K $5.83B
Dimensional ETF Trust
15.8K
+ 15.63%
N/A
117K $3.66B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.98K
+ 2.95%
$54.28 - $67.95 $107K - $134K
68.9K $4.76B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.17K
+ 1.54%
$29.12 - $35.84 $63.2K - $77.8K
143K $5.19B
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.92K
+ 3.97%
$29.36 - $35.56 $115K - $139K
103K $3.69B
AMZN
Amazon Com Inc

Consumer Cyclical
735
+ 9.47%
$167.32 - $223.3 $123K - $164K
8.5K $1.9B
ORCL
Oracle Corp

Technology
30
+ 0.79%
$122.82 - $218.63 $3.68K - $6.56K
3.82K $887M
Dimensional ETF Trust
4.46K
New
N/A
4.46K $301M
IWM
Ishares Russell 2000 ETF

ETFs
459
+ 4.78%
$174.82 - $215.79 $80.2K - $99K
10.1K $2.21B
META
Meta Platforms, Inc.

Communication Services
365
New
$484.66 - $738.09 $177K - $269K
365 $263M
AVGO
Broadcom Inc.

Technology
914
New
$146.29 - $275.65 $134K - $252K
914 $251M
BKNG
Booking Holdings Inc.

Consumer Cyclical
42
New
$4164.15 - $5789.24 $175K - $243K
42 $244M
VB
Vanguard Small Cap ETF

ETFs
781
+ 34.59%
$193.73 - $237.37 $151K - $185K
3.04K $731M
IGM
Ishares Expanded Tech Sector E

ETFs
2.02K
New
$79.8 - $112.34 $161K - $226K
2.02K $227M
RSP
Invesco S&P 500 Equal Weight E

ETFs
272
+ 1.59%
$152.93 - $181.74 $41.6K - $49.4K
17.3K $3.19B
XLK
Technology Sector Spdr

ETFs
873
New
$179.73 - $253.23 $157K - $221K
873 $223M
TSLA
Tesla, Inc.

Consumer Cyclical
747
New
$221.86 - $362.89 $166K - $271K
747 $220M
Rocket Lab Corp
5.5K
New
N/A
5.5K $214M
Investment Managers Ser Tr I
10K
New
N/A
10K $207M
AVUS
American Centy ETF Tr Avantis

ETFs
2.02K
New
$81.38 - $100.82 $165K - $204K
2.02K $206M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
116
+ 0.28%
$51.16 - $62.02 $5.93K - $7.19K
41K $2.59B
AVUV
American Centy ETF Tr Avantis

ETFs
998
+ 6.68%
$75.17 - $91.21 $75K - $91K
15.9K $1.49B
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.63K
+ 14.05%
$24.21 - $29.47 $87.8K - $107K
29.4K $894M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.04K
+ 38.95%
$19.6 - $24.44 $98.7K - $123K
18K $442M
AVLV
American Centy ETF Tr Avantis
1.28K
+ 9.89%
$56.85 - $68.21 $73K - $87.6K
14.3K $985M
CAT
Caterpillar Inc

Industrials
209
+ 32.2%
$273.94 - $388.21 $57.3K - $81.1K
858 $336M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.2%
$456.74 - $568.03 $1.83K - $2.27K
2.04K $1.16B
AVDE
American Centy ETF Tr Avantis

ETFs
283
+ 2.48%
$59.32 - $74.36 $16.8K - $21K
11.7K $860M
Dimensional ETF Trust
960
+ 25.05%
N/A
4.79K $323M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
250
+ 26.18%
$483.48 - $539.8 $121K - $135K
1.21K $576M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.2%
$329.49 - $438.4 $659 - $877
993 $435M
JPM
Jpmorgan Chase & CO

Financial Services
64
+ 7.06%
$210.28 - $289.91 $13.5K - $18.6K
970 $283M
XLF
Financial Sector Spdr

ETFs
458
+ 3.78%
$43.92 - $52.37 $20.1K - $24K
12.6K $663M
CSCO
Cisco Systems, Inc.

Technology
97
+ 1.34%
$53.19 - $69.38 $5.16K - $6.73K
7.31K $504M
VEA
Vanguard Ftse Developed Market

ETFs
72
+ 0.79%
$45.65 - $57.01 $3.29K - $4.1K
9.15K $517M
AVGE
American Centy ETF Tr Avantis
190
+ 3.39%
N/A
5.79K $452M
VTWO
Vanguard Russell 2000 ETF

ETFs
17
+ 0.29%
$70.56 - $87.22 $1.2K - $1.48K
5.84K $519M
V
Visa Inc.

Financial Services
17
+ 0.5%
$308.27 - $373.31 $5.24K - $6.35K
3.42K $1.22B
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.1%
$243.75 - $303.93 $244 - $304
1.04K $316M
NDSN
Nordson Corp

Industrials
7
+ 0.68%
$167.51 - $223.5 $1.17K - $1.56K
1.03K $226M
ABT
Abbott Laboratories

Healthcare
68
+ 1.79%
$123.95 - $138.08 $8.43K - $9.39K
3.86K $516M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
311
+ 4.02%
$50.36 - $50.68 $15.7K - $15.8K
8.05K $406M
JNJ
Johnson & Johnson

Healthcare
55
+ 1.9%
$146.36 - $159.82 $8.05K - $8.79K
2.96K $459M
Activity Summary
Buys All Purchases 64 New Holdings 10 Increased Positions 54 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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