Vantage Point Financial LLC Incresed Positions in Q3 2025

Vantage Point Financial LLC

  • $258 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
48.8K
+ 5.64%
$36.04 - $38.78 $1.76M - $1.89M
914K $35.3B
AVGO
Broadcom Inc.

Technology
10.3K
+ 1298.74%
$264.74 - $369.57 $2.73M - $3.81M
11.1K $3.66B
Dimensional ETF Trust
13.1K
+ 4.55%
N/A
302K $21.7B
AAPL
Apple Inc.

Technology
1.28K
+ 5.99%
$202.38 - $256.87 $260K - $330K
22.7K $5.78B
DFIC
Dimensional ETF Tr Dimensional

ETFs
20.9K
+ 5.42%
$30.76 - $33.01 $643K - $690K
407K $13.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.16K
+ 7.13%
$72.65 - $78.68 $592K - $642K
122K $9.6B
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.1K
+ 98.87%
$51.78 - $57.89 $782K - $874K
30.4K $1.75B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.4K
+ 29.27%
$54.35 - $59.32 $621K - $678K
50.5K $2.99B
NVDA
Nvidia Corp

Technology
156
+ 0.64%
$153.3 - $186.58 $23.9K - $29.1K
24.6K $4.59B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.62K
+ 5.76%
$29.55 - $32.52 $284K - $313K
176K $5.66B
GLDM
World Gold Trust

ETFs
4.27K
+ 18.99%
$64.73 - $76.45 $276K - $326K
26.7K $2.04B
CAT
Caterpillar Inc

Industrials
33
+ 0.54%
$390.92 - $477.15 $12.9K - $15.7K
6.15K $2.93B
Dimensional ETF Trust
8.2K
+ 10.0%
N/A
90.2K $5B
DFAX
Dimensional ETF Tr
1.87K
+ 0.89%
$29.25 - $31.56 $54.6K - $59K
212K $6.66B
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.08K
+ 0.65%
$29.2 - $32.74 $31.5K - $35.3K
166K $5.28B
VUG
Vanguard Growth ETF

ETFs
697
+ 62.12%
$433.97 - $484.08 $302K - $337K
1.82K $872M
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.66K
+ 18.89%
$35.76 - $37.93 $274K - $291K
48.2K $1.82B
IEMG
Ishares Inc

ETFs
3.22K
+ 12.49%
N/A
29K $1.91B
BALT
Innovator Etfs Tr
10.3K
+ 97.05%
$32.11 - $32.82 $332K - $340K
21K $690M
VEA
Vanguard Ftse Developed Market

ETFs
5.14K
+ 54.5%
$56.02 - $60.3 $288K - $310K
14.6K $873M
PLTR
Palantir Technologies Inc.

Technology
8
+ 0.12%
$130.68 - $186.97 $1.05K - $1.5K
6.94K $1.27B
SPYG
Spdr Portfolio

ETFs
1.97K
+ 16.04%
$94.33 - $105.31 $186K - $207K
14.2K $1.49B
GOOGL
Alphabet Inc.

Communication Services
60
+ 1.41%
$174.36 - $254.72 $10.5K - $15.3K
4.33K $1.05B
QUAL
Ishares Msci Usa Quality Facto

ETFs
704
+ 5.33%
$182.33 - $194.5 $128K - $137K
13.9K $2.7B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.15K
+ 4.59%
$41.8 - $43.15 $215K - $222K
118K $5.02B
GOOG
Alphabet Inc.

Communication Services
63
+ 1.68%
$175.16 - $255.24 $11K - $16.1K
3.82K $931M
IVE
Ishares S&P 500 Value ETF

ETFs
876
+ 11.78%
$194.44 - $206.51 $170K - $181K
8.32K $1.72B
VTV
Vanguard Value ETF

ETFs
1.31K
+ 71.05%
$175.51 - $186.57 $230K - $244K
3.15K $587M
IAU
Ishares Gold Trust

ETFs
2.59K
+ 41.81%
$61.62 - $72.77 $160K - $189K
8.79K $640M
Dimensional ETF Trust
3.68K
+ 4.26%
N/A
90.1K $4.86B
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.68K
+ 3.47%
$47.86 - $48.43 $224K - $227K
139K $6.71B
MSFT
Microsoft Corp

Technology
260
+ 6.54%
$491.09 - $535.64 $128K - $139K
4.23K $2.19B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.97K
+ 39.29%
$39.8 - $42.86 $158K - $170K
14.1K $603M
Dimensional ETF Trust
5.29K
+ 13.38%
N/A
44.8K $1.22B
Blackrock ETF Trust
2.67K
+ 9.89%
N/A
29.6K $1.12B
Dimensional ETF Trust
2.16K
+ 15.72%
N/A
15.9K $882M
IVW
Ishares S&P 500 Growth ETF

ETFs
607
+ 14.01%
$108.97 - $121.65 $66.1K - $73.8K
4.94K $596M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.43K
+ 38.12%
$45.26 - $46.63 $110K - $113K
8.79K $407M
Fidelity Wise Origin Bitcoin
781
+ 13.8%
N/A
6.44K $643M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.21K
+ 29.33%
$32.78 - $35.79 $72.4K - $79K
9.74K $347M
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.74K
+ 33.57%
$28.69 - $30.59 $78.5K - $83.7K
10.9K $331M
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.28K
+ 3.3%
$37.32 - $38.38 $47.6K - $49K
39.9K $1.53B
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.02K
+ 4.68%
$43.83 - $45.64 $44.5K - $46.4K
22.7K $1.04B
VB
Vanguard Small Cap ETF

ETFs
247
+ 22.03%
$237.58 - $259.17 $58.7K - $64K
1.37K $348M
SLV
I Shares Silver Trust

ETFs
279
+ 4.06%
$32.73 - $42.5 $9.13K - $11.9K
7.16K $303M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
139
+ 5.87%
$236.25 - $257.69 $32.8K - $35.8K
2.51K $643M
ABBV
Abb Vie Inc.

Healthcare
17
+ 1.2%
$184.85 - $231.54 $3.14K - $3.94K
1.43K $332M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
33
+ 3.05%
$567.77 - $614.76 $18.7K - $20.3K
1.12K $684M
MBB
Ishares Tr

ETFs
608
+ 16.42%
$92.46 - $95.73 $56.2K - $58.2K
4.31K $410M
Activity Summary
Buys All Purchases 85 New Holdings 11 Increased Positions 74 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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