AP

Adero Partners, LLC

13F
Adero Partners, LLC
Last update 2025-04-17 259 Stocks (18 new)
Value $1.53 Bil Turnover 4 %
Countries:
Top Holdings: DUHP(15.28%)DIHP(11.38%)AVUS(10.03%)AVDE(5.29%)DFAR(4.87%)
Summary Stock Picks Current Portfolio
Adero Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
7,048,482
233,586.7
+2.04%
15.280
+0.31%
3.070
+15.94%
+8.82%
8,960.8
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
6,458,111
173,981.5
+1.92%
11.380
+0.21%
4.930
+11.39%
+20.58%
4,250.2
 
AVUS
Avantis U.S. Equity ETF
1,659,169
153,274.0
+5.87%
10.030
+0.56%
2.000
+18.35%
+7.80%
8,993.6
 
AVDE
Avantis International Equity ETF
1,220,027
80,851.2
+3.45%
5.290
+0.18%
1.340
+15.47%
+26.32%
7,696.2
 
DFAR
Dimensional US Real Estate ETF
3,131,148
74,427.4
+3.63%
4.870
+0.17%
5.660
+6.10%
+4.17%
1,396.6
 
AVEM
Avantis Emerging Markets Equity ETF
1,010,464
60,799.6
+5.20%
3.980
+0.20%
0.770
+20.63%
+22.19%
11,156.4
 
DFAC
Dimensional U.S. Core Equity 2 ETF
1,623,446
53,557.5
-2.81%
3.500
-0.10%
0.170
+18.17%
+7.50%
36,018.1
 
NU
Nu Holdings Ltd
4,682,782
47,951.7
-0.01%
3.140
0%
0.100
+12.79%
+25.10%
62,524.3
Banks
DFAS
Dimensional U.S. Small Cap ETF
788,381
47,105.8
+4.98%
3.080
+0.15%
0.510
+17.92%
+2.76%
10,776.8
 
DASH
DoorDash Inc
242,823
44,380.8
-15.33%
2.900
-0.48%
0.060
+32.71%
+43.35%
101,895.6
Retail - Cyclical

Adero Partners, LLC's Historical Top Holdings Breakdowns

Adero Partners, 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
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.82%
●
156.06 ($183.12) 207.71
$191.51
4.58%
Add 113.77%
150,364
80,024
AVUS
Avantis U.S. Equity ETF
2025-03-31
Add
Add
+0.56%
●
90.7 ($97.44) 101.57
$103.84
6.57%
Add 5.87%
1,659,169
91,967
SNOW
Snowflake Inc
2025-03-31
Reduce
Reduce
-0.52%
●
146.16 ($169.7) 192.78
$212.56
25.26%
Reduce -24.84%
158,448
-52,360
CCCS
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2025-03-31
Reduce
Reduce
-0.48%
●
8.92 ($10.38) 11.7
$9.99
-3.76%
Reduce -11.57%
4,890,424
-640,149
DASH
DoorDash Inc
2025-03-31
Reduce
Reduce
-0.48%
●
168.37 ($188.06) 213.38
$240.56
27.92%
Reduce -15.33%
242,823
-43,971
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.31%
●
32.57 ($34.36) 35.83
$36.56
6.40%
Add 2.04%
7,048,482
141,158
PCOR
Procore Technologies Inc
2025-03-31
Add
Add
+0.25%
●
65.21 ($75.46) 88.33
$74.75
-0.94%
Add 25.56%
280,522
57,097
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.21%
●
663000 ($729331) 801950
$723,120.00
-0.85%
New holding
4
4
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
2025-03-31
Add
Add
+0.21%
●
25.1 ($26.73) 27.85
$30.00
12.25%
Add 1.92%
6,458,111
121,619
AVEM
Avantis Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.20%
●
57.11 ($60.13) 62.4
$71.06
18.18%
Add 5.2%
1,010,464
49,981

Adero Partners, LLC Total Holding History ($B)

To

Adero Partners, LLC's Asset Allocation

To

Adero Partners, LLC Past Portfolios

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

Top Ranked Articles

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Adero Partners, LLC's Hypothetical Growth since 2025-03-31

Adero Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Adero Partners, LLC's Holdings Heat Map

Size field:

Adero Partners, LLC's Holdings Bubble Chart

Adero Partners, LLC News

  • 1

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