The Analysis of Babb Wealth Advisors LLC's Holdings
Currently, Babb Wealth Advisors LLC holds 18 types of securities in its portfolio with a total value $177.1M. In the most recent quarter, they have increased their positions in DFAC (+79.3K shares, valued at $3.1M), DFAT (+49.7K shares, valued at $3.0M), DFCF (+68.3K shares, valued at $2.9M); decreased their positions in AAPL (-149 shares, valued at $40.5K); initiated new positions in DFIC (+14.9K shares, valued at $514.6K), DFEM (+7.5K shares, valued at $247.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAX DIMENSIONAL ETF TRUST1.2M shares6.27%2025-12-312026-02-11
DFAC DIMENSIONAL ETF TRUST815.6K shares10.77%2025-12-312026-02-11 DFAT DIMENSIONAL ETF TRUST428.6K shares13.11%2025-12-312026-02-11 DFUS DIMENSIONAL ETF TRUST291.9K shares8.15%2025-12-312026-02-11 DFCF DIMENSIONAL ETF TRUST431.7K shares18.79%2025-12-312026-02-11 DUSB DIMENSIONAL ETF TRUST226.2K shares31.84%2025-12-312026-02-11 DFGX DIMENSIONAL ETF TRUST217.1K shares22.06%2025-12-312026-02-11 DFSD DIMENSIONAL ETF TRUST124.9K shares33.09%2025-12-312026-02-11 DFSU DIMENSIONAL ETF TRUST58.9K shares27.08%2025-12-312026-02-11 DFAW DIMENSIONAL ETF TRUST27.3K shares2.08%2025-12-312026-02-11 GBCI GLACIER BANCORP INC NEW42.3K shares0.00%2025-12-312026-02-11 DFSB DIMENSIONAL ETF TRUST23.0K shares30.01%2025-12-312026-02-11 DFSI DIMENSIONAL ETF TRUST24.3K shares20.33%2025-12-312026-02-11 DFUV DIMENSIONAL ETF TRUST15.8K shares0.25%2025-12-312026-02-11 DFIC DIMENSIONAL ETF TRUST14.9K sharesnew addition2025-12-312026-02-11 DFSE DIMENSIONAL ETF TRUST11.0K shares19.65%2025-12-312026-02-11 AAPL APPLE INC961 shares-13.42%2025-12-312026-02-11 DFEM DIMENSIONAL ETF TRUST7.5K sharesnew addition2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available