Vantage Point Financial LLC

Q2 2025 13F Holdings

  • Location
    lisle, IL
  • Num holdings

    148

  • Value ($000)

    $227,973

  • Date Filed
    07/24/2025
  • Form type
    13F-HR
  • CIK
    0002048892
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$31.02 M
14 %

865,618

DCOR
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
$19.33 M
9 %

289,099

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$12.00 M
5 %

385,969

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
$8.31 M
4 %

114,330

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$6.46 M
3 %

134,630

DFAX
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$6.18 M
3 %

210,494

DFUS
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$5.85 M
3 %

87,355

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$4.95 M
2 %

166,872

DFSV
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$4.85 M
2 %

164,830

DFCF
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
$4.75 M
2 %

112,349

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