Vantage Point Financial LLC

Q3 2025 13F Holdings

  • Location
    lisle, IL
  • Num holdings

    310

  • Value ($000)

    $516,172

  • Date Filed
    10/24/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$35.27M
14 %

914,418

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$35.27M
14 %

914,418

DCOR
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
$21.74M
8 %

302,240

DCOR
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
$21.74M
8 %

302,240

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$13.34M
5 %

406,880

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$13.34M
5 %

406,880

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
$9.60M
4 %

122,485

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
$9.60M
4 %

122,485

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$6.71M
3 %

139,308

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$6.71M
3 %

139,308

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