Vantage Point Financial LLC - Portfolio overview

Vantage Point Financial LLC has 190 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 12.90%
2. DCOR - DIMENSIONAL ETF TRUST, 7.19%
3. DFIC - DIMENSIONAL ETF TRUST, 4.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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