Vantage Point Financial LLC: 13F holdings
CIK 20488922026Q2
| Positions | 188 |
|---|
| Reported value | $328.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 188 (+12 vs prior quarter) |
|---|
| Reported value | $328.0m (+15.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,035,049 | $45.9m | 14.0% |
| DIMENSIONAL ETF TRUST | 284,211 | $23.3m | 7.1% |
| DFIC DIMENSIONAL ETF TRUST | 387,103 | $14.4m | 4.4% |
| SPYM SPDR SERIES TRUST | 105,897 | $9.3m | 2.8% |
| DFSD DIMENSIONAL ETF TRUST | 168,323 | $8.0m | 2.5% |
| DIMENSIONAL ETF TRUST | 204,299 | $7.9m | 2.4% |
| ACWI VANGUARD INTL EQUITY INDEX F | 48,599 | $7.6m | 2.3% |
| DFAX DIMENSIONAL ETF TRUST | 198,360 | $7.3m | 2.2% |
| DFEM DIMENSIONAL ETF TRUST | 174,184 | $7.1m | 2.2% |
| AAPL APPLE INC | 23,000 | $6.7m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2048892")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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