Adero Partners, LLC
Q1 2025 13F Holdings
- Locationpleasanton, CA
- Num holdings
259
- Value ($000)
$1,528,447
- Date Filed 04/17/2025
- Form type13F-HR
- CIK 0001800593
- 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 |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $233.59M | 15 % | 7,048,482 | ||
D DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $173.98M | 11 % | 6,458,111 | ||
A AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $153.27M | 10 % | 1,659,169 | ||
A AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $80.85M | 5 % | 1,220,027 | ||
D DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $74.43M | 5 % | 3,131,148 | ||
A AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $60.80M | 4 % | 1,010,464 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $53.56M | 4 % | 1,623,446 | ||
N NU HLDGS LTD | ORD SHS CL A | G6683N103 | $47.95M | 3 % | 4,682,782 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $47.11M | 3 % | 788,381 | ||
D DOORDASH INC | CL A | 25809K105 | $44.38M | 3 % | 242,823 |
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