Vantage Point Financial LLC Purchases in Q1 2025

Vantage Point Financial LLC

  • $198 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
23.8K
+ 6.76%
$25.54 - $28.79 $607K - $684K
376K $10.4B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
71.1K
+ 9.39%
$32.42 - $36.13 $2.31M - $2.57M
828K $27.3B
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.2K
+ 8.73%
$46.74 - $47.55 $479K - $487K
128K $6.06B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
26.7K
+ 191.43%
$18.18 - $18.58 $485K - $496K
40.6K $753M
Dimensional ETF Trust
8.24K
+ 11.22%
N/A
81.7K $4.34B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.5K
+ 15.75%
$64.88 - $72.1 $683K - $759K
77.4K $5.09B
Dimensional ETF Trust
19.9K
+ 7.57%
N/A
283K $17.4B
XLG
Invesco Exchange Traded Fd Tr

ETFs
10.2K
New
$45.72 - $51.73 $467K - $528K
10.2K $470M
Dimensional ETF Trust
8.6K
New
N/A
8.6K $459M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.02K
+ 9.18%
$40.79 - $42.32 $368K - $382K
107K $4.51B
IEMG
Ishares Inc

ETFs
7.28K
+ 98.94%
N/A
14.6K $790M
DUHP
Dimensional ETF Tr Dimensional

ETFs
12.7K
+ 47.81%
$32.57 - $35.82 $412K - $453K
39.1K $1.3B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
13.6K
+ 9.13%
$25.35 - $27.46 $345K - $373K
163K $4.3B
Dimensional ETF Trust
6.83K
+ 8.97%
N/A
83K $4.33B
DFAI
Dimensional ETF Tr

ETFs
5.3K
+ 5.82%
$28.88 - $32.4 $153K - $172K
96.3K $3.01B
DFSV
Dimensional ETF Tr Dimensional

ETFs
24.2K
+ 18.8%
$27.56 - $32.1 $668K - $778K
153K $4.31B
IAU
Ishares Gold Trust

ETFs
5.74K
New
$49.74 - $58.96 $286K - $339K
5.74K $339M
DFIV
Dimensional ETF Tr

ETFs
4.87K
+ 14.1%
$35.33 - $40.77 $172K - $198K
39.4K $1.55B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.14K
New
$97.25 - $104.79 $305K - $329K
3.14K $325M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.17K
+ 23.15%
$168.16 - $186.21 $365K - $404K
11.6K $1.97B
Dimensional ETF Trust
7.75K
+ 8.45%
N/A
99.4K $3.04B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.94K
New
$92.45 - $106.69 $272K - $314K
2.94K $273M
IVE
Ishares S&P 500 Value ETF

ETFs
1.42K
+ 29.14%
$185.78 - $198.58 $265K - $283K
6.31K $1.2B
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.58K
New
$45.56 - $47.23 $254K - $264K
5.58K $263M
PG
Procter & Gamble CO

Consumer Defensive
1.44K
+ 31.26%
$158.56 - $176.26 $229K - $255K
6.06K $1.03B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.63K
New
$44.41 - $45.98 $250K - $259K
5.63K $257M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
8.2K
+ 22.97%
$25.44 - $27.95 $209K - $229K
43.9K $1.19B
Dimensional ETF Trust
3.96K
+ 37.92%
N/A
14.4K $924M
EXC
Exelon Corp

Utilities
4.72K
New
$37.3 - $46.08 $176K - $218K
4.72K $218M
CVX
Chevron Corp

Energy
1.28K
New
$146.71 - $167.97 $187K - $214K
1.28K $213M
SLV
I Shares Silver Trust

ETFs
6.78K
New
$26.93 - $31.32 $183K - $212K
6.78K $210M
FISV
Fiserv Inc

Technology
919
New
N/A
919 $203M
PDEC
Innovator U.S. Equity Power Bu
5.4K
New
N/A
5.4K $203M
DFAR
Dimensional ETF Tr Dimensional

ETFs
7.38K
+ 14.7%
$22.35 - $24.52 $165K - $181K
57.6K $1.37B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.63K
+ 18.43%
$48.06 - $53.73 $270K - $302K
36.2K $1.76B
LLY
Eli Lilly & CO

Healthcare
152
+ 14.06%
$725.72 - $929.72 $110K - $141K
1.23K $1.02B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
171
+ 17.67%
$442.66 - $534.52 $75.7K - $91.4K
1.14K $607M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
338
+ 72.07%
$507.05 - $563.67 $171K - $191K
807 $415M
ALCC
Alt C Acquisition Corp.

Financial Services
6.25K
+ 63.81%
N/A
16.1K $347M
Dimensional ETF Trust
4.11K
+ 12.37%
N/A
37.4K $981M
META
Meta Platforms, Inc.

Communication Services
242
+ 24.74%
$576.36 - $736.67 $139K - $178K
1.22K $703M
V
Visa Inc.

Financial Services
254
+ 34.56%
$306.92 - $362.71 $78K - $92.1K
989 $347M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.52K
+ 30.32%
$33.84 - $37.77 $85.2K - $95.1K
10.8K $394M
XOM
Exxon Mobil Corp

Energy
587
+ 17.51%
$105.44 - $118.93 $61.9K - $69.8K
3.94K $469M
VEA
Vanguard Ftse Developed Market

ETFs
1.64K
+ 22.63%
$47.4 - $52.99 $77.9K - $87.1K
8.91K $453M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.09K
+ 10.09%
$19.43 - $19.62 $99K - $99.9K
55.6K $1.09B
ABBV
Abb Vie Inc.

Healthcare
302
+ 26.12%
$169.2 - $216.66 $51.1K - $65.4K
1.46K $305M
BSJR
Invesco Indx Tr

ETFs
4.31K
+ 9.38%
$22.4 - $22.69 $96.5K - $97.7K
50.2K $1.12B
JNJ
Johnson & Johnson

Healthcare
255
+ 10.66%
$142.06 - $167.7 $36.2K - $42.8K
2.65K $439M
Activity Summary
Buys All Purchases 93 New Holdings 12 Increased Positions 81 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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