Wealth Management Nebraska Purchases in Q3 2025

Wealth Management Nebraska

  • $839 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
517K
+ 11.76%
$33.26 - $34.01 $17.2M - $17.6M
4.92M $167B
AVSC
American Centy ETF Tr Avantis
77.5K
+ 9.36%
$51.33 - $58.63 $3.98M - $4.54M
905K $90.1B
Dimensional ETF Trust
106K
+ 21.81%
N/A
594K $42.7B
AVLV
American Centy ETF Tr Avantis
83K
+ 12.09%
$68.33 - $72.69 $5.67M - $6.03M
769K $55.6B
AVDV
American Centy ETF Tr Avantis

ETFs
7.64K
+ 1.41%
$79.24 - $89.03 $606K - $680K
548K $48.8B
DFIV
Dimensional ETF Tr

ETFs
46.7K
+ 4.03%
$42.66 - $46.53 $1.99M - $2.17M
1.21M $55.7B
DFUS
Dimensional ETF Tr U S Equity

ETFs
25.3K
+ 3.5%
$67.01 - $72.84 $1.69M - $1.84M
747K $54.1B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3K
+ 0.46%
$63.41 - $69.69 $190K - $209K
660K $45.2B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
98.1K
+ 7.77%
$25.21 - $25.99 $2.47M - $2.55M
1.36M $35.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.71K
+ 116.81%
$459.11 - $506.91 $2.16M - $2.39M
8.73K $4.39B
DFIS
Dimensional ETF Tr Dimensional

ETFs
30.2K
+ 7.1%
$29.65 - $31.77 $894K - $958K
455K $14.4B
Dimensional ETF Trust
54.2K
+ 12.9%
N/A
474K $13B
DFSV
Dimensional ETF Tr Dimensional

ETFs
37.7K
New
$29.2 - $32.74 $1.1M - $1.23M
37.7K $1.2B
DFAT
Dimensional ETF Tr U S Target

ETFs
1.29K
+ 0.6%
$53.36 - $59.69 $68.8K - $77K
216K $12.6B
AAPL
Apple Inc.

Technology
1.23K
+ 19.44%
$202.38 - $256.87 $248K - $315K
7.54K $1.92B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.01K
+ 29.66%
$225.11 - $247.9 $452K - $498K
8.78K $2.17B
GLDM
World Gold Trust

ETFs
5.34K
+ 33.72%
$64.73 - $76.45 $346K - $408K
21.2K $1.62B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.43K
+ 2.55%
$78.96 - $80.04 $428K - $434K
219K $17.5B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
13.8K
New
$29.97 - $32.38 $414K - $448K
13.8K $441M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
13.7K
New
$29.55 - $32.52 $405K - $446K
13.7K $440M
Fidelity Wise Origin Bitcoin
3.51K
New
N/A
3.51K $350M
Ssga Active Tr
12.4K
New
N/A
12.4K $317M
AGQ
Pro Shares Trust Ii

ETFs
4.1K
New
$47.2 - $76.88 $193K - $315K
4.1K $312M
TSLA
Tesla, Inc.

Consumer Cyclical
646
New
$293.94 - $444.72 $190K - $287K
646 $287M
VCIT
Vanguard Intermediate Term Cor

ETFs
697
+ 0.49%
$81.75 - $84.54 $57K - $58.9K
143K $12B
Ishares Bitcoin Trust ETF
4.23K
New
N/A
4.23K $275M
STCE
Schwab Strategic Tr Crypto The
671
+ 9.45%
N/A
7.78K $611M
AVGO
Broadcom Inc.

Technology
803
New
$264.74 - $369.57 $213K - $297K
803 $265M
VUG
Vanguard Growth ETF

ETFs
548
New
$433.97 - $484.08 $238K - $265K
548 $263M
PLTM
Granite Shares Platinum Trust

ETFs
16.5K
New
$12.47 - $15.43 $205K - $254K
16.5K $249M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.01K
New
$173.23 - $213.34 $176K - $216K
1.01K $215M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.86K
New
$24.46 - $26.5 $192K - $208K
7.86K $207M
Ea Series Trust
1.45K
+ 5.38%
N/A
28.4K $3.23B
MGK
Vanguard Mega Cap Growth ETF

ETFs
353
+ 45.67%
$362.31 - $405.74 $128K - $143K
1.13K $453M
Direxion Shs ETF Tr
505
+ 4.31%
N/A
12.2K $400M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7
+ 0.05%
$132.9 - $142.03 $930 - $994
13.6K $1.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
51
+ 3.31%
$546.99 - $602.2 $27.9K - $30.7K
1.59K $956M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.21K
+ 17.89%
$76.16 - $78.59 $92.2K - $95.2K
7.98K $623M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.98K
+ 3.81%
$30.02 - $30.29 $89.5K - $90.3K
81.2K $2.46B
MSFT
Microsoft Corp

Technology
14
+ 0.36%
$491.09 - $535.64 $6.88K - $7.5K
3.95K $2.05B
BITO
Proshares Tr Bitcoin Strategy

ETFs
5.49K
+ 28.38%
$18.74 - $23.05 $103K - $126K
24.8K $489M
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 1.15%
$282.78 - $316.06 $3.96K - $4.42K
1.24K $390M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
74
+ 1.06%
$49.43 - $54.52 $3.66K - $4.03K
7.08K $384M
Dimensional ETF Trust
467
+ 4.39%
N/A
11.1K $365M
VEA
Vanguard Ftse Developed Market

ETFs
170
+ 2.11%
$56.02 - $60.3 $9.52K - $10.3K
8.24K $494M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.12K
+ 7.83%
$22.9 - $24.1 $25.6K - $27K
15.4K $368M
VO
Vanguard Mid Cap ETF

ETFs
9
+ 0.42%
$279.83 - $293.74 $2.52K - $2.64K
2.15K $631M
BAC
Bank Of America Corp

Financial Services
33
+ 0.64%
$44.92 - $52.42 $1.48K - $1.73K
5.18K $267M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
53
+ 3.15%
$128.6 - $136.01 $6.82K - $7.21K
1.73K $234M
Activity Summary
Buys All Purchases 58 New Holdings 13 Increased Positions 45 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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