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Babb Wealth Advisors LLC

Q1 2026 13F Holdings

  • Location
    flagstaff, AZ
  • Num holdings

    19

  • Value ($000)

    $182,924

  • Date Filed
    05/14/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$41M
22 %

1,206,924

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$32.93M
18 %

847,345

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$27.37M
15 %

438,199

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$21.52M
12 %

303,546

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$19.54M
11 %

462,863

D
DFGX

DIMENSIONAL ETF TRUST

DIMENSIONAL INTE
25434V575
$12.42M
7 %

236,805

D
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
25434V591
$10.67M
6 %

210,509

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$6.32M
4 %

132,004

D
DFSU

DIMENSIONAL ETF TRUST

US SUSTAINABILTY
25434V716
$2.62M
1 %

63,664

D
DFAW

DIMENSIONAL ETF TRUST

WORLD EQUITY ETF
25434V617
$2.12M
1 %

28,783

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