AW

Aquire Wealth Advisors, LLC

13F
Aquire Wealth Advisors, LLC
Last update 2025-07-22 46 Stocks (2 new)
Value $372.00 Mil Turnover 12 %
Countries:
Top Holdings: DFAU(39.41%)SPTM(11.35%)DFAI(11.14%)DFAE(8.51%)AGG(4.02%)
Summary Stock Picks Current Portfolio
Aquire Wealth Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
3,461,789
146,641.4
-7.86%
39.410
-3.50%
1.710
+16.43%
+8.08%
8,816.8
 
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
563,708
42,216.1
+85.86%
11.350
+5.24%
0.400
+15.71%
+7.63%
10,801.7
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
1,199,388
41,462.8
-10.89%
11.140
-1.41%
0.390
+11.57%
+22.61%
10,836.7
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
1,094,058
31,673.0
-12.88%
8.510
-1.29%
0.520
+16.03%
+18.66%
6,296.7
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
150,944
14,973.6
+22.48%
4.020
+0.74%
0.010
+1.03%
+3.43%
128,074.0
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
315,800
12,786.7
+90.87%
3.440
+1.64%
0.050
+12.18%
+23.06%
27,668.4
 
MUB
iShares National Muni Bond ETF
103,570
10,821.0
+22.33%
2.910
+0.53%
0.030
+0.42%
-1.32%
37,825.3
 
SPEM
SPDR Portfolio Emerging Markets ETF
230,593
9,855.5
+140.34%
2.650
+1.55%
0.080
+13.39%
+16.02%
12,670.8
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
202,708
6,806.9
+15.27%
1.830
+0.24%
0.060
+2.13%
+4.37%
10,430.2
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
132,588
6,715.6
+99.73%
1.800
+0.90%
0.100
+1.09%
+2.43%
6,736.0
 

Aquire Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Aquire Wealth 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
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-06-30
Add
Add
+5.24%
●
60.34 ($69.38) 74.89
$76.88
10.81%
Add 85.86%
563,708
260,409
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-06-30
Reduce
Reduce
-3.50%
●
34.04 ($39.19) 42.36
$43.54
11.10%
Reduce -7.86%
3,461,789
-295,494
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-06-30
Add
Add
+1.64%
●
32.66 ($38.31) 40.75
$41.29
7.78%
Add 90.87%
315,800
150,344
SPEM
SPDR Portfolio Emerging Markets ETF
2025-06-30
Add
Add
+1.55%
●
34.72 ($40.34) 42.74
$43.95
8.95%
Add 140.34%
230,593
134,649
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-06-30
Reduce
Reduce
-1.41%
●
28.02 ($32.74) 34.71
$35.23
7.61%
Reduce -10.89%
1,199,388
-146,638
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-06-30
Reduce
Reduce
-1.29%
●
22.87 ($26.82) 28.95
$29.80
11.11%
Reduce -12.88%
1,094,058
-161,736
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-06-30
New Buy
New Buy
+1.08%
●
82.51 ($98.34) 109.2
$112.67
14.57%
New holding
36,961
36,961
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-06-30
Add
Add
+0.90%
●
50.47 ($50.56) 50.66
$50.61
0.10%
Add 99.73%
132,588
66,203
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
Add
Add
+0.74%
●
96.82 ($98) 99.46
$98.29
0.30%
Add 22.48%
150,944
27,709
BSV
Vanguard Short-Term Bond ETF
2025-06-30
Sold Out
Sold Out
-0.56%
●
77.74 ($78.19) 78.78
$78.35
0.20%
Sold Out
0
-23,309

Aquire Wealth Advisors, LLC Total Holding History ($B)

To

Aquire Wealth Advisors, LLC's Asset Allocation

To

Aquire Wealth Advisors, LLC Past Portfolios

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

Top Ranked Articles

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Aquire Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30

Aquire Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Aquire Wealth Advisors, LLC's Holdings Heat Map

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Aquire Wealth Advisors, LLC's Holdings Bubble Chart

Aquire Wealth Advisors, LLC News

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