Babb Wealth Advisors LLC
Q4 2024 13F Holdings
- Locationflagstaff, AZ
- Num holdings
19
- Value ($000)
$124,098
- Date Filed02/06/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $26.61M | 21 % | 1,070,385 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $23.60M | 19 % | 682,399 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $18.39M | 15 % | 330,360 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $16.11M | 13 % | 252,727 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $12.06M | 10 % | 292,278 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $7.55M | 6 % | 144,249 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $5.27M | 4 % | 104,225 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $4.00M | 3 % | 85,430 | ||
GBCI GLACIER BANCORP INC NEW | COM | 37637Q105 | $2.48M | 2 % | 49,363 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $2.31M | 2 % | 60,841 |
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