Babb Wealth Advisors LLC

Q3 2025 13F Holdings

  • Location
    flagstaff, AZ
  • Num holdings

    19

  • Value ($000)

    $153,802

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0002047312
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$35.68M
23 %

1,136,880

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$28.40M
19 %

736,271

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$22.05M
14 %

378,882

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$19.55M
13 %

269,931

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$15.54M
10 %

363,449

D
DFGX

DIMENSIONAL ETF TRUST

GLOBAL EX US COR
25434V575
$9.60M
6 %

177,840

D
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
25434V591
$8.71M
6 %

171,543

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$4.52M
3 %

93,829

G
GBCI

GLACIER BANCORP INC NEW

COM
37637Q105
$2.06M
1 %

42,343

D
DFSU

DIMENSIONAL ETF TRUST

US SUSTAINABILTY
25434V716
$1.97M
1 %

46,361

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