Holdings
Great Point Wealth Advisors, LLC
As of Sep 30, 2026, Great Point Wealth Advisors, LLC reported 64 positions worth US$617M. Largest: Avantis U.S. Equity ETF, Dimensional International Core Equity Market ETF and Dimensional Emerging Core Equity Market ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Avantis U.S. Equity ETF | 1.22M | US$157M | new | Sep 30, 2026 |
| Dimensional International Core Equity Market ETF | 1.31M | US$54.2M | new | Sep 30, 2026 |
| Dimensional Emerging Core Equity Market ETF | 1.1M | US$43.4M | new | Sep 30, 2026 |
| JPMorgan Ultra-Short Income ETF | 782K | US$39.4M | new | Sep 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 234K | US$27.6M | new | Sep 30, 2026 |
| Hartford Total Return Bond ETF | 728K | US$23.3M | new | Sep 30, 2026 |
| Avantis International Small Cap Value ETF | 209K | US$22.9M | new | Sep 30, 2026 |
| PIMCO Multisector Bond Active Exchange-Traded Fund | 881K | US$22.4M | new | Sep 30, 2026 |
| Toast, Inc. | 747K | US$21.6M | −60,000 | Sep 30, 2026 |
| Janus Henderson AAA CLO ETF | 409K | US$20.6M | new | Sep 30, 2026 |