Babb Wealth Advisors

Babb Wealth Advisors as of March 31, 2025

Portfolio Holdings for Babb Wealth Advisors

Babb Wealth Advisors holds 19 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust World Ex Us Core (DFAX) 23.1 $29M 1.1M 26.20
Dimensional Etf Trust Us Core Equity 2 (DFAC) 18.0 $23M 681k 32.99
Dimensional Etf Trust Us Targeted Vlu (DFAT) 14.2 $18M 343k 51.49
Dimensional Etf Trust Us Equity Market (DFUS) 12.4 $15M 255k 60.48
Dimensional Etf Trust Core Fixed Incom (DFCF) 10.4 $13M 309k 42.06
Dimensional Etf Trust Global Ex Us Cor (DFGX) 6.4 $8.0M 153k 52.25
Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.9 $6.1M 121k 50.73
Dimensional Etf Trust Short Duration F (DFSD) 3.1 $3.9M 83k 47.52
Dimensional Etf Trust World Equity Etf (DFAW) 1.5 $1.9M 31k 61.28
Glacier Ban (GBCI) 1.5 $1.9M 42k 44.22
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.3 $1.7M 46k 35.81
Dimensional Etf Trust Global Sustaina (DFSB) 0.7 $917k 18k 51.50
Dimensional Etf Trust International (DFSI) 0.6 $718k 21k 34.89
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $707k 17k 41.21
Apple (AAPL) 0.4 $461k 2.1k 222.11
Amazon (AMZN) 0.3 $337k 1.8k 190.26
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $312k 9.3k 33.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $214k 9.9k 21.53
NVIDIA Corporation (NVDA) 0.2 $205k 1.9k 108.35