Black Point Wealth Management Purchases in Q3 2024

Black Point Wealth Management

$86.3 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B Berkshire Hathaway Inc Class B Financial Services	1 + 0.0%	$405.19 - $478.57 $405 - $479	56.8K $26.2B
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	21.4K + 140.6%	$42.22 - $48.62 $904K - $1.04M	36.6K $1.7B
DUHP Dimensional ETF Tr Dimensional ETFs	10.8K + 12.69%	$30.74 - $34.07 $333K - $369K	96.2K $3.28B
BUFG Ft Exch Trd Fd Viii Cboe Vest ETFs	19.1K + 75.4%	$22.43 - $24.11 $428K - $460K	44.4K $1.07B
DFAC Dimensional ETF Tr U S Core Eq ETFs	5.39K + 4.14%	$31.05 - $34.29 $167K - $185K	135K $4.64B
FTHY First Trust High Yield Opportunities 2027 Term Fund Technology	18.3K + 47.17%	$14.2 - $15.12 $260K - $276K	57K $862M
GE General Electric CO Industrials	1.12K New	$156.66 - $189.66 $175K - $212K	1.12K $211M
FJUL First Tr Exch Trd Fd Viii Ft C Technology	4.23K New	$44.46 - $48.11 $188K - $203K	4.23K $203M
DFAS Dimensional ETF Tr U S Small C ETFs	1.55K + 19.09%	$59.25 - $65.33 $91.5K - $101K	9.64K $625M
DFAU Dimensional ETF Tr ETFs	1.75K + 9.42%	$35.8 - $39.69 $62.6K - $69.5K	20.3K $807M
GUNR Flexshares Tr Morningstar Glob ETFs	677 + 2.24%	$38.51 - $41.48 $26.1K - $28.1K	30.8K $1.27B
VIG Vanguard Dividend Appreciation ETFs	8 + 0.21%	$182.15 - $182.15 $1.46K - $1.46K	3.83K $759M
VONG Vanguard Russell 1000 Growth E ETFs	233 + 1.97%	$85.48 - $98.39 $19.9K - $22.9K	12.1K $1.16B
DFAI Dimensional ETF Tr ETFs	24 + 0.25%	$28.69 - $32.06 $689 - $769	9.64K $306M
DFIC Dimensional ETF Tr Dimensional ETFs	46 + 0.44%	$25.36 - $28.37 $1.17K - $1.31K	10.5K $296M
XLE Energy Sector Spdr ETFs	8 + 0.18%	$84.35 - $93.39 $675 - $747	4.51K $396M

Activity Summary All Purchases 16 New Holdings 2 Increased Positions 14 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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