Babb Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationflagstaff, AZ
- Num holdings
19
- Value ($000)
$153,802
- Date Filed11/10/2025
- Form type13F-HR
- CIK0002047312
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $35.68 M | 23 % | 1,136,880 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $28.40 M | 19 % | 736,271 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $22.05 M | 14 % | 378,882 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $19.55 M | 13 % | 269,931 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $15.54 M | 10 % | 363,449 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $9.60 M | 6 % | 177,840 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $8.71 M | 6 % | 171,543 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $4.52 M | 3 % | 93,829 | ||
GBCI GLACIER BANCORP INC NEW | COM | 37637Q105 | $2.06 M | 1 % | 42,343 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $1.97 M | 1 % | 46,361 |
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