Vantage Point Financial LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VP Vantage Point Financial LLC | Institutional Filer | ▲ 1.87% | $284.8M | 175 |
Current Portfolio Holdings
Showing all 175 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 1.0M | $39.0M | 13.68% |
| 2 | DCOR | DIMENSIONAL ETF TRUST | — | 301K | $21.7M | 7.62% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | — | 367K | $13.0M | 4.58% |
| 4 | USFR | WISDOMTREE TR | — | 259K | $13.0M | 4.58% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | — | 158K | $7.6M | 2.65% |
| 6 | SPYM | SPDR SERIES TRUST | — | 94K | $7.2M | 2.52% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | — | 198K | $6.7M | 2.37% |
| 8 | DFSV | DIMENSIONAL ETF TRUST | — | 187K | $6.5M | 2.29% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | — | 166K | $5.7M | 2.01% |
| 10 | AAPL | Apple Inc. | Technology | 22K | $5.7M | 2.00% |
| 11 | DFUS | DIMENSIONAL ETF TRUST | — | 77K | $5.5M | 1.93% |
| 12 | DGCB | DIMENSIONAL ETF TRUST | — | 101K | $5.5M | 1.92% |
| 13 | DFCF | DIMENSIONAL ETF TRUST | — | 128K | $5.4M | 1.90% |
| 14 | DFGX | DIMENSIONAL ETF TRUST | — | 101K | $5.3M | 1.86% |
| 15 | NVDA | NVIDIA Corporation | Technology | 28K | $5.0M | 1.74% |
Showing 1 to 15 of 175 holdings