Babb Wealth Advisors LLC: 13F holdings
CIK 20473122026Q2
| Positions | 19 |
|---|---|
| Reported value | $207.5m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFAX DIMENSIONAL ETF TRUST | 1,241,297 | $45.7m | 22.0% |
| DIMENSIONAL ETF TRUST | 880,703 | $39.1m | 18.8% |
| DIMENSIONAL ETF TRUST | 453,835 | $31.7m | 15.3% |
| DFUS DIMENSIONAL ETF TRUST | 314,557 | $25.8m | 12.4% |
| DFCF DIMENSIONAL ETF TRUST | 502,526 | $21.2m | 10.2% |
| DIMENSIONAL ETF TRUST | 257,900 | $13.8m | 6.7% |
| DIMENSIONAL ETF TRUST | 217,424 | $11.0m | 5.3% |
| DFSD DIMENSIONAL ETF TRUST | 140,830 | $6.7m | 3.2% |
| DIMENSIONAL ETF TRUST | 63,176 | $2.9m | 1.4% |
| DIMENSIONAL ETF TRUST | 29,159 | $2.4m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2047312")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.