Evanson Asset Management, LLC Incresed Positions in Q3 2025

Evanson Asset Management, LLC

  • $1.57 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
2.62K
+ 1.44%
$175.16 - $255.24 $458K - $668K
184K $44.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
67.1K
+ 6.22%
$63.41 - $69.69 $4.26M - $4.68M
1.15M $78.5M
DFIV
Dimensional ETF Tr

ETFs
52.4K
+ 4.02%
$42.66 - $46.53 $2.23M - $2.44M
1.36M $62.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
110K
+ 11.09%
$32.78 - $35.79 $3.59M - $3.92M
1.1M $39.2M
DFIS
Dimensional ETF Tr Dimensional

ETFs
127K
+ 10.81%
$29.65 - $31.77 $3.76M - $4.03M
1.3M $41.1M
VTI
Vanguard Total Stock Market Et

ETFs
5.33K
+ 3.34%
$303.93 - $329.86 $1.62M - $1.76M
165K $54.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.06K
+ 12.99%
$567.77 - $614.76 $2.87M - $3.11M
44K $27M
DFSV
Dimensional ETF Tr Dimensional

ETFs
42K
+ 4.62%
$29.2 - $32.74 $1.23M - $1.38M
953K $30.3M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
55.1K
+ 11.56%
$29.97 - $32.38 $1.65M - $1.79M
532K $17M
NVDA
Nvidia Corp

Technology
1.56K
+ 2.04%
$153.3 - $186.58 $239K - $291K
78.1K $14.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
34.4K
+ 6.52%
$29.55 - $32.52 $1.02M - $1.12M
563K $18M
DFAI
Dimensional ETF Tr

ETFs
20.5K
+ 3.76%
$34.05 - $36.55 $698K - $749K
566K $20.6M
VT
Vanguard Total World Stk Index

ETFs
272
+ 0.2%
$128.41 - $138.03 $34.9K - $37.5K
136K $18.8M
DFAE
Dimensional ETF Tr

ETFs
35.5K
+ 51.68%
$28.84 - $31.84 $1.03M - $1.13M
104K $3.29M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.43K
+ 1.85%
$98.99 - $112.2 $141K - $160K
78.8K $8.72M
VEU
Vanguard Ftse All World Ex Us

ETFs
11.7K
+ 33.5%
$66.38 - $71.68 $774K - $836K
46.5K $3.32M
SLV
I Shares Silver Trust

ETFs
1.5K
+ 1.65%
$32.73 - $42.5 $49.1K - $63.8K
92.5K $3.92M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.72K
+ 10.68%
$68.24 - $73.73 $527K - $569K
80K $5.88M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.25K
+ 27.6%
$72.57 - $74.72 $672K - $691K
42.8K $3.18M
DFAU
Dimensional ETF Tr

ETFs
13.7K
+ 105.46%
$42.42 - $45.96 $579K - $627K
26.6K $1.22M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.57K
+ 2.83%
$132.9 - $142.03 $208K - $223K
57K $8.04M
MSFT
Microsoft Corp

Technology
71
+ 0.25%
$491.09 - $535.64 $34.9K - $38K
28.5K $14.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
16.6K
+ 17.46%
$28.69 - $30.59 $478K - $509K
112K $3.4M
XLK
Technology Sector Spdr

ETFs
13
+ 0.07%
$250.97 - $282.66 $3.26K - $3.67K
18.3K $5.15M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11
+ 0.06%
$339.37 - $366.46 $3.73K - $4.03K
19.8K $7.25M
BNDX
Vanguard Total International B

ETFs
9.93K
+ 60.81%
$49.0 - $49.51 $486K - $491K
26.3K $1.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.05%
$420.11 - $472.68 $2.1K - $2.36K
10.1K $4.73M
DHS
Wisdomtree Tr U.S

ETFs
82
+ 0.1%
$96.42 - $101.82 $7.91K - $8.35K
79.9K $8.05M
XLU
Utilities Sector Spdr

ETFs
4.04K
+ 142.16%
$81.14 - $87.32 $328K - $353K
6.89K $600K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.68K
+ 3.36%
$49.43 - $54.52 $82.8K - $91.3K
51.5K $2.79M
ORCL
Oracle Corp

Technology
49
+ 0.99%
$218.96 - $328.33 $10.7K - $16.1K
5.01K $1.41M
IWC
Russell Micro Cap ETF

ETFs
150
+ 1.11%
$127.86 - $151.39 $19.2K - $22.7K
13.7K $2.04M
CVX
Chevron Corp

Energy
759
+ 4.79%
$145.57 - $161.83 $110K - $123K
16.6K $2.58M
AVDV
American Centy ETF Tr Avantis

ETFs
1.23K
+ 6.04%
$79.24 - $89.03 $97.3K - $109K
21.5K $1.92M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.05K
+ 53.48%
$100.37 - $100.74 $306K - $307K
8.76K $881K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
777
+ 3.31%
$133.48 - $144.38 $104K - $112K
24.3K $3.46M
T
At&T Inc.

Communication Services
10K
+ 116.38%
$26.94 - $29.62 $270K - $297K
18.6K $526K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.7K
+ 2.84%
$31.31 - $34.54 $84.5K - $93.2K
97.8K $3.29M
AVUV
American Centy ETF Tr Avantis

ETFs
1.1K
+ 6.1%
$90.37 - $102.12 $99.7K - $113K
19.2K $1.91M
AMD
Advanced Micro Devices Inc

Technology
82
+ 0.66%
$134.8 - $184.42 $11.1K - $15.1K
12.6K $2.03M
VEA
Vanguard Ftse Developed Market

ETFs
1.62K
+ 2.92%
$56.02 - $60.3 $90.8K - $97.7K
57.2K $3.43M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.55K
+ 1.82%
$35.76 - $37.93 $55.4K - $58.8K
86.9K $3.28M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.21K
+ 3.96%
$79.76 - $85.78 $96.4K - $104K
31.7K $2.68M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
684
+ 2.26%
$80.54 - $89.67 $55.1K - $61.3K
31K $2.72M
VBR
Vanguard Small Cap Value ETF

ETFs
97
+ 0.63%
$195.41 - $212.37 $19K - $20.6K
15.5K $3.23M
WDAY
Workday, Inc.

Technology
893
+ 30.9%
$213.69 - $247.69 $191K - $221K
3.78K $910K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
94
+ 0.47%
$108.46 - $120.63 $10.2K - $11.3K
20.3K $2.41M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
903
+ 3.9%
$72.65 - $78.68 $65.6K - $71K
24.1K $1.89M
PLTR
Palantir Technologies Inc.

Technology
539
+ 24.3%
$130.68 - $186.97 $70.4K - $101K
2.76K $502K
Activity Summary
Buys All Purchases 165 New Holdings 19 Increased Positions 146 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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