Babb Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationflagstaff, AZ
- Num holdings
19
- Value ($000)
$124,786
- Date Filed05/06/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $28.85 M | 23 % | 1,101,163 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $22.45 M | 18 % | 680,609 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $17.67 M | 14 % | 343,222 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $15.41 M | 12 % | 254,858 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $13.01 M | 10 % | 309,323 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $8.01 M | 6 % | 153,243 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $6.13 M | 5 % | 120,857 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $3.93 M | 3 % | 82,680 | ||
DFAW DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $1.91 M | 2 % | 31,223 | ||
GBCI GLACIER BANCORP INC NEW | COM | 37637Q105 | $1.87 M | 2 % | 42,367 |
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