Vantage Point Financial LLC Purchases in Q2 2025

Vantage Point Financial LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.2K
+ 4.5%
$29.12 - $35.84 $1.08M - $1.33M
866K $31B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
36.9K
+ 47.71%
$58.41 - $72.69 $2.16M - $2.68M
114K $8.31B
Dimensional ETF Trust
5.8K
+ 2.05%
N/A
289K $19.3B
NVDA
Nvidia Corp

Technology
5.38K
+ 28.23%
$94.31 - $157.99 $507K - $850K
24.4K $3.86B
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.4K
+ 2.76%
$24.94 - $31.15 $258K - $323K
386K $12B
GLDM
World Gold Trust

ETFs
22.5K
New
$58.96 - $67.97 $1.33M - $1.53M
22.5K $1.47B
Blackrock ETF Trust
26.9K
New
N/A
26.9K $959M
ALCC
Alt C Acquisition Corp.

Financial Services
5K
+ 31.15%
N/A
21.1K $1.18B
IEMG
Ishares Inc

ETFs
11.2K
+ 76.15%
N/A
25.8K $1.55B
MSFT
Microsoft Corp

Technology
547
+ 15.96%
$354.56 - $497.45 $194K - $272K
3.97K $1.98B
DFUS
Dimensional ETF Tr U S Equity

ETFs
338
+ 0.39%
$53.65 - $67.02 $18.1K - $22.7K
87.4K $5.85B
CB
Chubb LTD

Financial Services
1.88K
New
$274.32 - $302.46 $515K - $568K
1.88K $544M
DFSV
Dimensional ETF Tr Dimensional

ETFs
11.6K
+ 7.58%
$24.21 - $29.47 $281K - $342K
165K $4.85B
Fidelity Wise Origin Bitcoin
5.66K
New
N/A
5.66K $532M
PLTR
Palantir Technologies Inc.

Technology
1.57K
+ 29.16%
$74.01 - $144.25 $116K - $226K
6.93K $945M
Blackrock ETF Trust
15.8K
New
N/A
15.8K $456M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.65K
+ 14.31%
$152.42 - $182.82 $252K - $302K
13.2K $2.41B
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.07K
+ 5.54%
$47.09 - $48.01 $333K - $339K
135K $6.46B
BNDX
Vanguard Total International B

ETFs
7.74K
New
$48.77 - $49.55 $378K - $384K
7.74K $383M
DFAU
Dimensional ETF Tr

ETFs
510
+ 0.56%
$34.04 - $42.36 $17.4K - $21.6K
91.2K $3.87B
AMZN
Amazon Com Inc

Consumer Cyclical
240
+ 2.22%
$167.32 - $223.3 $40.2K - $53.6K
11K $2.42B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.87K
+ 7.94%
$43.53 - $54.46 $125K - $156K
39K $2.13B
BALT
Innovator Etfs Tr
10.7K
New
$30.33 - $32.1 $323K - $342K
10.7K $342M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.06K
+ 49.58%
$40.94 - $52.1 $207K - $264K
15.3K $796M
PJAN
Innovator U.S. Equity Power Bu

ETFs
7.33K
New
$38.7 - $44.05 $284K - $323K
7.33K $323M
EFV
Msci Eafe Value ETF

ETFs
4.75K
New
$52.4 - $64.65 $249K - $307K
4.75K $302M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.98K
+ 4.46%
$52.31 - $63.72 $103K - $126K
46.3K $2.95B
Dimensional ETF Trust
5.12K
+ 59.5%
N/A
13.7K $747M
Dimensional ETF Trust
3.42K
+ 4.12%
N/A
86.4K $4.61B
DFAT
Dimensional ETF Tr U S Target

ETFs
1.74K
+ 2.39%
$44.8 - $53.97 $78K - $94K
74.5K $4.02B
IVE
Ishares S&P 500 Value ETF

ETFs
1.13K
+ 17.87%
$168.34 - $195.42 $190K - $220K
7.44K $1.45B
DISV
Dimensional ETF Tr Dimensional

ETFs
7.53K
New
$25.93 - $32.91 $195K - $248K
7.53K $248M
Innovator Etfs Trust
8.02K
New
N/A
8.02K $247M
META
Meta Platforms, Inc.

Communication Services
62
+ 5.08%
$484.66 - $738.09 $30K - $45.8K
1.28K $947M
DIHP
Dimensional ETF Tr Dimensional

ETFs
8.15K
New
$24.32 - $29.74 $198K - $242K
8.15K $240M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.17K
+ 4.83%
$41.1 - $42.37 $213K - $219K
112K $4.75B
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.55K
New
$63.54 - $68.5 $226K - $243K
3.55K $239M
MO
Altria Group, Inc.

Consumer Defensive
4.08K
New
$55.56 - $60.91 $227K - $249K
4.08K $239M
AVGO
Broadcom Inc.

Technology
794
New
$146.29 - $275.65 $116K - $219K
794 $219M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.96K
+ 6.75%
$23.66 - $29.99 $70K - $88.8K
46.8K $1.4B
ROK
Rockwell Automation, Inc

Industrials
655
New
$218.97 - $332.17 $143K - $218K
655 $218M
IJAN
Innovator Etfs Tr Intl Dev Pwr
6.24K
New
N/A
6.24K $214M
GLD
Spdr Gold Trust

ETFs
699
New
$273.71 - $316.29 $191K - $221K
699 $213M
USEP
Innovator U.S. Equity Ultra Bu
5.73K
New
N/A
5.73K $211M
NJUL
Innovator Growth 100 Power Buf

Technology
3.09K
New
$56.05 - $68.06 $173K - $210K
3.09K $210M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.39K
+ 47.21%
$82.96 - $110.1 $115K - $153K
4.33K $477M
Innovator Etfs Trust
8.45K
New
N/A
8.45K $203M
DIS
Walt Disney CO

Communication Services
1.62K
New
$81.72 - $124.01 $132K - $201K
1.62K $201M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
276
+ 34.2%
$456.74 - $568.03 $126K - $157K
1.08K $615M
Activity Summary
Buys All Purchases 90 New Holdings 22 Increased Positions 68 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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