Babb Wealth Advisors LLC
Q2 2025 13F Holdings
- Locationflagstaff, AZ
- Num holdings
18
- Value ($000)
$135,436
- Date Filed08/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $32.21M | 24 % | 1,096,575 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $25.09M | 19 % | 700,112 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $19.35M | 14 % | 358,514 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $17.41M | 13 % | 259,755 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $13.91M | 10 % | 329,237 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $8.57M | 6 % | 160,626 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $5.98M | 4 % | 117,865 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $4.03M | 3 % | 83,916 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $1.83M | 1 % | 46,535 | ||
GBCI GLACIER BANCORP INC NEW | COM | 37637Q105 | $1.82M | 1 % | 42,343 |
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