Top 50 Vantage Point Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 13.68% | 1.00M | $39.0M | +1.78%(+17.55K) | $34.94(+23.71%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 7.62% | 301.2K | $21.7M | +1.36%(+4.04K) | $64.05(+25.30%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.58% | 366.9K | $13.0M | -11.16%(-46.09K) | $27.39(+39.02%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 4.58% | 258.9K | $13.0M | +207.52%(+174.72K) | $50.31(+0.22%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.65% | 157.9K | $7.6M | +3.32%(+5.07K) | $47.43(+0.97%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.52% | 93.7K | $7.2M | -30.05%(-40.24K) | $69.77(+25.23%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.37% | 198.3K | $6.7M | -6.08%(-12.83K) | $25.97(+44.45%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.29% | 186.5K | $6.5M | -1.09%(-2.06K) | $30.68(+19.74%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.01% | 165.6K | $5.7M | -7.83%(-14.07K) | $27.42(+47.36%) | 2026-03-31 | |
| AAPL | APPLE INC | 2% | 22.4K | $5.7M | +3.12%(+678) | $233.38(+28.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.05% | +36.95% |
| Top 20 Holdings Unweighted | +11.34% | +38.01% |
Sign up free to track Vantage Point Financial LLC, compare funds side by side, and get alerts the moment positions change.