Fundamentun, LLC Incresed Positions in Q3 2025

Fundamentun, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
423K
+ 11.95%
$36.04 - $38.78 $15.2M - $16.4M
3.96M $153M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
364K
+ 24.65%
$41.8 - $43.15 $15.2M - $15.7M
1.84M $78.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
32.5K
+ 3.37%
$135.0 - $146.02 $4.39M - $4.74M
996K $145M
IVV
Ishares Core S&P 500 ETF

ETFs
14.3K
+ 23.95%
$620.67 - $670.08 $8.86M - $9.56M
73.8K $49.4M
GOOGL
Alphabet Inc.

Communication Services
1.85K
+ 1.43%
$174.36 - $254.72 $322K - $470K
131K $31.9M
NVDA
Nvidia Corp

Technology
15.6K
+ 7.47%
$153.3 - $186.58 $2.39M - $2.91M
224K $41.9M
DFSD
Dimensional ETF Tr Short Durat

ETFs
180K
+ 232.5%
$47.86 - $48.43 $8.61M - $8.71M
257K $12.4M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
164K
+ 22.67%
$50.85 - $51.35 $8.32M - $8.4M
885K $45.3M
RECS
Columbia ETF Tr I

ETFs
34K
+ 1.72%
$36.82 - $40.35 $1.25M - $1.37M
2.01M $81.2M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
170K
+ 18.58%
$44.82 - $46.28 $7.62M - $7.87M
1.09M $50M
DFIC
Dimensional ETF Tr Dimensional

ETFs
206K
+ 166.51%
$30.76 - $33.01 $6.35M - $6.81M
330K $10.8M
AAPL
Apple Inc.

Technology
3.09K
+ 2.58%
$202.38 - $256.87 $625K - $793K
123K $31.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
109K
+ 20.86%
$55.61 - $57.37 $6.08M - $6.27M
633K $36.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
28K
+ 22.92%
$181.56 - $190.33 $5.09M - $5.34M
150K $28.5M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
207K
+ 92.59%
$27.47 - $28.76 $5.7M - $5.97M
431K $12.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
23.6K
+ 2.35%
$54.35 - $59.32 $1.28M - $1.4M
1.03M $61M
IWR
Ishares Russell Mid Cap ETF

ETFs
52.6K
+ 745.32%
$92.26 - $97.51 $4.85M - $5.13M
59.7K $5.76M
MGK
Vanguard Mega Cap Growth ETF

ETFs
8.05K
+ 17.5%
$362.31 - $405.74 $2.92M - $3.27M
54.1K $21.8M
FDVV
Fidelity High Dividend ETF

ETFs
60.1K
+ 25.02%
$52.42 - $55.71 $3.15M - $3.35M
300K $16.7M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
72.7K
+ 11.47%
$29.55 - $32.52 $2.15M - $2.36M
706K $22.7M
DFIP
Dimensional ETF Tr Inflation P

ETFs
74.4K
+ 21.3%
$41.6 - $42.66 $3.09M - $3.17M
424K $17.9M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
24.1K
+ 27.46%
$107.5 - $115.86 $2.59M - $2.79M
112K $12.8M
MSFT
Microsoft Corp

Technology
1.73K
+ 1.9%
$491.09 - $535.64 $851K - $928K
92.7K $48M
AVDV
American Centy ETF Tr Avantis

ETFs
1.3K
+ 0.48%
$79.24 - $89.03 $103K - $116K
272K $24.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
85.2K
+ 4.34%
$25.21 - $25.99 $2.15M - $2.21M
2.05M $52.9M
PWV
Invesco Exchange Traded Fd Tr

ETFs
33.5K
+ 27.48%
$61.22 - $65.41 $2.05M - $2.19M
156K $10.1M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
26.6K
+ 4.22%
$42.39 - $44.63 $1.13M - $1.19M
657K $29.3M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
25.2K
+ 2.05%
$34.97 - $37.43 $882K - $944K
1.26M $46.7M
C
Citigroup Inc

Financial Services
544
+ 0.38%
$85.57 - $103.49 $46.6K - $56.3K
145K $14.7M
GOOG
Alphabet Inc.

Communication Services
1.1K
+ 4.33%
$175.16 - $255.24 $192K - $279K
26.4K $6.42M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.25K
+ 1.46%
$66.38 - $71.68 $348K - $376K
365K $26.1M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
29.8K
+ 9.1%
$33.78 - $36.74 $1.01M - $1.1M
357K $13M
VEA
Vanguard Ftse Developed Market

ETFs
24.8K
+ 23.68%
$56.02 - $60.3 $1.39M - $1.5M
130K $7.77M
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.7K
+ 3.18%
$107.66 - $112.36 $1.04M - $1.09M
315K $35.1M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
9.21K
+ 1.62%
$39.39 - $42.09 $363K - $388K
577K $24.1M
DELL
Dell Technologies Inc.

Technology
3.58K
+ 7.36%
$120.96 - $141.77 $433K - $508K
52.2K $7.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.43K
+ 3.53%
$459.11 - $506.91 $656K - $724K
41.9K $21.1M
IEFA
Ishares Tr

ETFs
12.8K
+ 19.12%
$81.7 - $87.53 $1.04M - $1.12M
79.6K $6.95M
ABBV
Abb Vie Inc.

Healthcare
243
+ 0.9%
$184.85 - $231.54 $44.9K - $56.3K
27.2K $6.29M
GD
General Dynamics Corp

Industrials
447
+ 2.0%
$293.92 - $341.0 $131K - $152K
22.8K $7.77M
MRK
Merck & Co., Inc.

Healthcare
8.09K
+ 6.73%
$77.6 - $87.37 $628K - $707K
128K $10.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
953
+ 7.27%
$567.77 - $614.76 $541K - $586K
14.1K $8.61M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16.7K
+ 3.15%
$49.78 - $50.75 $830K - $846K
547K $27.7M
TSLA
Tesla, Inc.

Consumer Cyclical
406
+ 6.66%
$293.94 - $444.72 $119K - $181K
6.5K $2.89M
TMO
Thermo Fisher Scientific Inc.

Healthcare
431
+ 4.68%
$404.94 - $499.99 $175K - $215K
9.65K $4.68M
RTX
Raytheon Technologies Corp

Industrials
328
+ 0.8%
$144.19 - $167.33 $47.3K - $54.9K
41.5K $6.94M
HD
Home Depot, Inc.

Consumer Cyclical
346
+ 1.69%
$357.4 - $423.42 $124K - $147K
20.8K $8.44M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.36K
+ 3.61%
$62.09 - $66.51 $333K - $357K
154K $10.1M
ORCL
Oracle Corp

Technology
1.2K
+ 16.49%
$218.96 - $328.33 $263K - $395K
8.49K $2.39M
Activity Summary
Buys All Purchases 223 New Holdings 31 Increased Positions 192 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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