Vantage Point Financial LLC
177 holdingsFiling period: 2026-03-31Current AUM: $313.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.00M | $39.0M | $44.6M | 14.21% | +17.5K | 2026-03-31 |
| 2 | DCOR | DIMENSIONAL ETF TRUST | 301.2K | $21.7M | $24.9M | 7.92% | +4.0K | 2026-03-31 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 366.9K | $13.0M | $14.0M | 4.45% | -46,087 | 2026-03-31 |
| 4 | USFR | WISDOMTREE TR | 258.9K | $13.0M | $13.0M | 4.16% | +174.7K | 2026-03-31 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 157.9K | $7.6M | $7.5M | 2.38% | +5.1K | 2026-03-31 |
| 6 | SPYM | SPDR SERIES TRUST | 93.7K | $7.2M | $8.2M | 2.62% | -40,237 | 2026-03-31 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 198.3K | $6.7M | $7.2M | 2.31% | -12,831 | 2026-03-31 |
| 8 | DFSV | DIMENSIONAL ETF TRUST | 186.5K | $6.5M | $7.4M | 2.36% | -2,064 | 2026-03-31 |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 165.6K | $5.7M | $6.2M | 1.99% | -14,066 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 22.4K | $5.7M | $6.9M | 2.21% | +678 | 2026-03-31 |
| 11 | DFUS | DIMENSIONAL ETF TRUST | 77.3K | $5.5M | $6.3M | 2.01% | -3,862 | 2026-03-31 |
| 12 | DGCB | DIMENSIONAL ETF TRUST | 100.8K | $5.5M | $5.4M | 1.71% | +5.1K | 2026-03-31 |
| 13 | DFCF | DIMENSIONAL ETF TRUST | 127.8K | $5.4M | $5.3M | 1.69% | +7.0K | 2026-03-31 |
| 14 | DFGX | DIMENSIONAL ETF TRUST | 101.2K | $5.3M | $5.3M | 1.68% | +6.1K | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 28.5K | $5.0M | $5.7M | 1.82% | +661 | 2026-03-31 |
| 16 | CAT | CATERPILLAR INC | 6.2K | $4.4M | $5.0M | 1.61% | +19 | 2026-03-31 |
| 17 | CORO | BLACKROCK ETF TRUST | 126.3K | $4.1M | $4.5M | 1.43% | -- | 2026-03-31 |
| 18 | DFAT | DIMENSIONAL ETF TRUST | 60.4K | $3.8M | $4.3M | 1.36% | -892 | 2026-03-31 |
| 19 | DFAU | DIMENSIONAL ETF TRUST | 79.7K | $3.6M | $4.1M | 1.31% | -3,399 | 2026-03-31 |
| 20 | DFAI | DIMENSIONAL ETF TRUST | 83.1K | $3.2M | $3.5M | 1.12% | -3,194 | 2026-03-31 |
| 21 | DFLV | DIMENSIONAL ETF TRUST | 85.6K | $3.1M | $3.5M | 1.11% | -3,848 | 2026-03-31 |
| 22 | DYNF | BLACKROCK ETF TRUST | 51.8K | $3.0M | $3.5M | 1.11% | -5,675 | 2026-03-31 |
| 23 | IVE | ISHARES TR | 13.8K | $2.9M | $3.2M | 1.02% | -2,921 | 2026-03-31 |
| 24 | DFAS | DIMENSIONAL ETF TRUST | 39.3K | $2.8M | $3.2M | 1.01% | -1,465 | 2026-03-31 |
| 25 | MOAT | VANECK ETF TRUST | 27.0K | $2.6M | $2.9M | 0.93% | -1,526 | 2026-03-31 |
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