Gem Asset Management, LLC Incresed Positions 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
IWM
Ishares Russell 2000 ETF

ETFs
459
+ 4.78%
$174.82 - $215.79 $80.2K - $99K
10.1K $2.21B
VB
Vanguard Small Cap ETF

ETFs
781
+ 34.59%
$193.73 - $237.37 $151K - $185K
3.04K $731M
RSP
Invesco S&P 500 Equal Weight E

ETFs
272
+ 1.59%
$152.93 - $181.74 $41.6K - $49.4K
17.3K $3.19B
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
GGG
Graco Inc

Industrials
6
+ 0.15%
$74.02 - $87.26 $444 - $524
3.99K $349M
VTV
Vanguard Value ETF

ETFs
8
+ 0.49%
$153.67 - $176.74 $1.23K - $1.41K
1.64K $293M
SO
Southern CO

Utilities
60
+ 1.42%
$84.91 - $92.56 $5.09K - $5.55K
4.29K $393M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
154
+ 1.12%
$41.1 - $42.37 $6.33K - $6.52K
13.9K $584M
DNP
Dnp Select Income Fund Inc

Financial Services
220
+ 2.04%
$8.89 - $9.88 $1.96K - $2.17K
11K $107M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
77
+ 0.76%
$24.98 - $25.66 $1.92K - $1.98K
10.2K $259M
DTE
Dte Energy CO

Utilities
159
+ 4.39%
$127.39 - $139.49 $20.3K - $22.2K
3.78K $495M
XOM
Exxon Mobil Corp

Energy
138
+ 4.44%
$99.93 - $119.04 $13.8K - $16.4K
3.24K $360M
AMGN
Amgen Inc

Healthcare
2
+ 0.19%
$262.28 - $309.85 $525 - $620
1.05K $308M
AEE
Ameren Corp

Utilities
11
+ 0.22%
$94.23 - $101.68 $1.04K - $1.12K
4.98K $477M
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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