Financial Alternatives, Inc Purchases in Q2 2025

Financial Alternatives, Inc

  • $154 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
12.9K
+ 2.81%
$28.02 - $34.71 $361K - $448K
471K $16.3B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.83K
+ 0.79%
$29.12 - $35.84 $141K - $173K
620K $22.2B
DFAU
Dimensional ETF Tr

ETFs
20.9K
+ 41.88%
$34.04 - $42.36 $710K - $884K
70.7K $2.99B
VTI
Vanguard Total Stock Market Et

ETFs
295
+ 0.91%
$243.75 - $303.93 $71.9K - $89.7K
32.8K $9.96B
DFAE
Dimensional ETF Tr

ETFs
8.76K
+ 3.81%
$22.87 - $28.95 $200K - $254K
239K $6.92B
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.68K
+ 1.88%
$37.77 - $46.15 $63.5K - $77.6K
91.1K $4.21B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.32K
+ 2.75%
N/A
199K $13B
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.36K
+ 6.25%
$51.14 - $57.0 $376K - $419K
125K $7.11B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.12K
+ 52.81%
$86.93 - $109.64 $184K - $233K
6.14K $673M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
441
New
$456.74 - $568.03 $201K - $251K
441 $251M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.53K
New
$30.87 - $39.17 $171K - $217K
5.53K $217M
Ea Series Trust
1.9K
New
N/A
1.9K $214M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.55K
New
$121.58 - $136.74 $188K - $212K
1.55K $210M
BAC
Bank Of America Corp

Financial Services
4.42K
New
$34.39 - $47.46 $152K - $210K
4.42K $209M
META
Meta Platforms, Inc.

Communication Services
280
New
$484.66 - $738.09 $136K - $207K
280 $207M
SPY
Spdr S&P 500 ETF Trust

ETFs
172
+ 12.83%
$496.48 - $617.85 $85.4K - $106K
1.51K $935M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.14%
$221.86 - $362.89 $887 - $1.45K
2.94K $934M
NVDA
Nvidia Corp

Technology
4
+ 0.17%
$94.31 - $157.99 $377 - $632
2.35K $370M
VNQ
Vanguard Specialized Funds Van

ETFs
1.87K
+ 3.17%
$79.79 - $91.42 $149K - $171K
60.9K $5.42B
AMZN
Amazon Com Inc

Consumer Cyclical
8
+ 0.34%
$167.32 - $223.3 $1.34K - $1.79K
2.33K $512M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.07K
+ 16.12%
$46.41 - $47.7 $49.7K - $51.1K
7.72K $367M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
174
+ 6.64%
$483.48 - $539.8 $84.1K - $93.9K
2.79K $1.36B
Activity Summary
Buys All Purchases 23 New Holdings 6 Increased Positions 17 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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