LF

Lauterbach Financial Advisors, LLC

13F
Lauterbach Financial Advisors, LLC
Last update 2024-11-01 70 Stocks (7 new)
Value $164.00 Mil Turnover 3 %
Countries:
Top Holdings: DFAC(27.10%)DFAT(13.12%)DFAX(7.63%)DFUV(6.81%)DFIV(6.37%)
Portfolio Report
Summary Stock Picks Current Portfolio
Lauterbach Financial Advisors,... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC 		Dimensional U.S. Core Equity 2 ETF
1,299,285
44552.470
+1.72%
27.100
+0.46%
0.140
+0.25%
-0.78%
32153.998
 
DFAT 		Dimensional U.S. Targeted Value ETF
387,692
21567.280
-0.81%
13.120
-0.11%
0.200
+0.27%
-1.85%
10558.831
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
464,504
12546.260
+0.42%
7.630
+0.03%
0.170
-6.79%
-1.29%
6974.704
 
DFUV 		Dimensional US Marketwide Value ETF
268,656
11200.280
+0.64%
6.810
+0.04%
0.100
-2.16%
-0.71%
11064.740
 
DFIV 		Dimensional International Value ETF
275,179
10478.830
+1.86%
6.370
+0.12%
0.130
-5.23%
-0.42%
8083.331
 
BSVO 		EA Bridgeway Omni Small-Cap Value ETF
348,094
7689.390
-8.40%
4.680
-0.45%
0.520
-0.74%
-2.73%
1457.701
 
JPM 		JPMorgan Chase & Co
29,058
6127.090
0%
3.730
0%
0.000
+13.28%
+0.58%
675315.707
Banks
DFUS 		Dimensional U.S. Equity Market ETF
59,425
3696.260
+19.88%
2.250
+0.37%
0.030
+1.65%
-0.83%
12679.716
 
QQQ 		INVESCO QQQ Trust
6,418
3132.280
+0.20%
1.910
0%
0.000
+3.13%
-0.79%
317475.581
 
NVDA 		NVIDIA Corp
20,828
2529.370
+0.09%
1.540
0%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors

Lauterbach Financial Advisors, LLC's Historical Top Holdings Breakdowns

Lauterbach Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSVO 		EA Bridgeway Omni Small-Cap Value ETF2023-03-31New Buy
+4.56%
●
16.88 ($17.27) 17.68
$21.06
21.95%
New holding
321,994
321,994
DFAT 		Dimensional U.S. Targeted Value ETF2024-03-31Reduce
-1.15%
●
49.45 ($51.48) 54.43
$54.63
6.12%
Reduce -7.44%
391,542
-31,479
DFUV 		Dimensional US Marketwide Value ETF2024-03-31Reduce
-0.93%
●
36.22 ($38.2) 40.9
$40.63
6.36%
Reduce -12.05%
260,740
-35,719
DFAC 		Dimensional U.S. Core Equity 2 ETF2023-06-30Add
+0.87%
●
24.77 ($25.69) 27.15
$34.32
33.59%
Add 3.24%
1,343,423
42,106
AVDV 		Avantis International Small Cap Value ETF2024-03-31Add
+0.75%
●
59.95 ($62.34) 65.89
$63.86
2.44%
Add 114.83%
32,409
17,323
VTI 		Vanguard Total Stock Market ETF2023-06-30Reduce
-0.73%
●
199.99 ($207.79) 220.28
$287.30
38.26%
Reduce -77.15%
1,317
-4,446
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-03-31Reduce
-0.71%
●
28.62 ($30.19) 31.95
$34.32
13.68%
Reduce -2.62%
1,300,767
-34,978
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF2023-06-30Add
+0.63%
●
22.27 ($23.03) 23.72
$24.54
6.56%
Add 7.87%
483,253
35,278
BSVO 		EA Bridgeway Omni Small-Cap Value ETF2024-06-30Add
+0.52%
●
19.57 ($20.47) 21.23
$21.06
2.88%
Add 10.84%
379,998
37,170
IBM 		International Business Machines Corp2024-03-31Sold Out
-0.51%
●
159.16 ($182.43) 197.78
$219.75
20.46%
Sold Out
0
-4,483

Lauterbach Financial Advisors, LLC Total Holding History ($B)

To

Lauterbach Financial Advisors, LLC's Asset Allocation

To

Lauterbach Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lauterbach Financial Advisors, LLC's Hypothetical Growth since 2024-09-30

Lauterbach Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lauterbach Financial Advisors, LLC's Holdings Heat Map

Size field:

Lauterbach Financial Advisors, LLC's Holdings Bubble Chart

Lauterbach Financial Advisors, LLC News

  • 1

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