Adero Partners, LLC

Q4 2024 13F Holdings

  • Location
    pleasanton, CA
  • Num holdings

    262

  • Value ($000)

    $1,551,336

  • Date Filed
    01/27/2025
  • Form type
    13F-HR
  • CIK
    0001800593
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DUHP
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$233.40 M
15 %

6,907,324

DIHP
DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
$159.87 M
10 %

6,336,492

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$151.91 M
10 %

1,567,202

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$72.38 M
5 %

1,179,332

DFAR
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
$70.31 M
5 %

3,021,489

CCCS
CCCS

CCC INTELLIGENT SOLUTIONS HL

COM
$64.87 M
4 %

5,530,573

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$57.78 M
4 %

1,670,455

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$56.47 M
4 %

960,483

DFAS
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
$48.87 M
3 %

750,961

NU
NU

NU HLDGS LTD

ORD SHS CL A
$48.52 M
3 %

4,683,097

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