FP

Focus Partners Advisor Solutions, LLC

13F
Focus Partners Advisor Solutions, LLC
Last update 2025-05-15 973 Stocks (273 new)
Value $6.58 Bil Turnover 12 %
Countries:
Top Holdings: DFAC(8.21%)ITOT(7.54%)BSVO(5.22%)VGIT(4.90%)DFAT(3.85%)
Summary Stock Picks Current Portfolio
Focus Partners Advisor Solutio... 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
DFAC 		Dimensional U.S. Core Equity 2 ETF
16,373,873
540,174.1
+1.76%
8.210
+0.14%
1.710
+3.68%
+1.01%
33,587.5
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
4,067,044
496,220.1
+10.19%
7.540
+0.70%
0.780
+4.79%
+1.90%
68,492.7
 
BSVO 		EA Bridgeway Omni Small-Cap Value ETF
17,681,788
343,734.0
+4.02%
5.220
+0.20%
25.290
+0.20%
-8.41%
1,399.3
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
5,429,371
322,504.7
+14.18%
4.900
+0.61%
1.030
-0.36%
+1.22%
31,588.3
 
DFAT 		Dimensional U.S. Targeted Value ETF
4,915,377
253,092.8
+1.97%
3.850
+0.07%
2.500
+0.72%
-5.10%
10,415.0
 
AVDV 		Avantis International Small Cap Value ETF
3,601,353
251,158.4
+14.84%
3.820
+0.49%
3.160
+13.16%
+20.67%
9,119.7
 
DFIV 		Dimensional International Value ETF
5,592,080
220,104.3
+4.01%
3.350
+0.13%
2.070
+7.58%
+20.38%
11,762.1
 
IDEV 		iShares Core MSCI International Developed Markets ETF
3,062,729
210,991.4
+13.62%
3.210
+0.38%
1.160
+8.40%
+17.96%
20,202.2
 
DFUV 		Dimensional US Marketwide Value ETF
4,654,595
191,815.9
+2.16%
2.920
+0.06%
1.710
-0.02%
+0.66%
11,233.7
 
DFSD 		Dimensional Short-Duration Fixed Income ETF
3,483,685
165,544.7
+16.97%
2.520
+0.37%
3.710
+0.51%
+1.60%
4,579.6
 

Focus Partners Advisor Solutions, LLC's Historical Top Holdings Breakdowns

Focus Partners Advisor Solutions, 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
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Add
+0.70%
●
120.29 ($128.89) 134.6
$131.06
1.68%
Add 10.19%
4,067,044
376,105
VGIT 		Vanguard Intermediate-Term Government Bond ETF2025-03-31Add
+0.61%
●
57.44 ($58.5) 59.4
$58.71
0.36%
Add 14.18%
5,429,371
674,252
AVDV 		Avantis International Small Cap Value ETF2025-03-31Add
+0.49%
●
63.74 ($67.91) 71.96
$78.53
15.64%
Add 14.84%
3,601,353
465,346
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.44%
●
271.18 ($290.53) 303.12
$295.12
1.58%
Add 32.5%
426,374
104,584
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Add
+0.43%
●
84.96 ($93.96) 100.71
$89.76
-4.47%
Add 28.27%
1,482,024
326,626
VTIP 		Vanguard Short-Term Inflation-Protected Securities2025-03-31Add
+0.40%
●
48.43 ($49.09) 49.9
$49.85
1.55%
Add 19.85%
3,207,195
531,122
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2025-03-31Add
+0.39%
●
25.35 ($26.59) 27.46
$28.81
8.35%
Add 18.83%
6,109,641
968,176
IDEV 		iShares Core MSCI International Developed Markets ETF2025-03-31Add
+0.38%
●
63.77 ($68.2) 71.36
$76.05
11.51%
Add 13.62%
3,062,729
367,126
DFSD 		Dimensional Short-Duration Fixed Income ETF2025-03-31Add
+0.37%
●
46.74 ($47.22) 47.57
$47.63
0.87%
Add 16.97%
3,483,685
505,317
AAPL 		Apple Inc2025-03-31Add
+0.24%
●
209.68 ($231.67) 247.1
$203.92
-11.98%
Add 19.26%
444,776
71,838

Focus Partners Advisor Solutions, LLC Total Holding History ($B)

To

Focus Partners Advisor Solutions, LLC's Asset Allocation

To

Focus Partners Advisor Solutions, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Focus Partners Advisor Solutions, LLC's Hypothetical Growth since 2025-03-31

Focus Partners Advisor Solutions, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Focus Partners Advisor Solutions, LLC's Holdings Heat Map

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Focus Partners Advisor Solutions, LLC's Holdings Bubble Chart

Focus Partners Advisor Solutions, LLC News

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