DH

Dixon Hughes Goodman Wealth Advisors LLC

13F
Dixon Hughes Goodman Wealth Advisors LLC
Last update 2022-04-04 1013 Stocks (245 new)
Value $338.00 Mil Turnover 16 %
Countries:
Top Holdings: DFAC(13.33%)DFAT(10.99%)DFAS(8.73%)DFIV(6.51%)VTV(4.78%)
Summary Stock Picks Current Portfolio
Dixon Hughes Goodman Wealth Ad... Top Holdings of 2022-03-31 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
1,635,931
45,119.0
+2.02%
13.330
+0.26%
0.290
+18.17%
+7.50%
36,018.1
 
DFAT
Dimensional U.S. Targeted Value ETF
798,535
37,196.0
-0.04%
10.990
0%
0.540
+18.33%
+2.85%
11,244.3
 
DFAS
Dimensional U.S. Small Cap ETF
526,988
29,543.0
-1.53%
8.730
-0.16%
0.660
+17.92%
+2.76%
10,776.8
 
DFIV
Dimensional International Value ETF
657,942
22,028.0
-1.02%
6.510
-0.07%
0.550
+15.49%
+28.47%
12,672.5
 
VTV
Vanguard Value ETF
109,330
16,157.0
+34.24%
4.780
+1.22%
0.020
+11.15%
+7.87%
135,521.3
 
AAPL
Apple Inc
42,561
7,432.0
+33.65%
2.200
+0.55%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
PAPR
Innovator U.S. Equity Power Buffer ETF - April
Innovator U.S. Equity Power Buffer ETF - April
243,858
7,233.0
+509.90%
2.140
+1.79%
2.390
+8.35%
+2.51%
821.1
 
PG
Procter & Gamble Co
44,988
6,874.0
+18.56%
2.030
+0.32%
0.000
-3.84%
-3.77%
371,094.1
Consumer Packaged Goods
POCT
Innovator U.S. Equity Power Buffer ETF - October
Innovator U.S. Equity Power Buffer ETF - October
213,025
6,440.0
-0.22%
1.900
0%
3.350
+10.06%
+5.91%
805.7
 
PJAN
Innovator U.S. Equity Power Buffer ETF - January
Innovator U.S. Equity Power Buffer ETF - January
194,625
6,339.0
+5.57%
1.870
+0.10%
1.120
+9.87%
+5.37%
1,271.0
 

Dixon Hughes Goodman Wealth Advisors LLC's Historical Top Holdings Breakdowns

Dixon Hughes Goodman Wealth Advisors LLC Total Holding History ($B)

To

Dixon Hughes Goodman Wealth Advisors LLC's Asset Allocation

To

Dixon Hughes Goodman 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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Dixon Hughes Goodman Wealth Advisors LLC's Hypothetical Growth since 2022-03-31

Dixon Hughes Goodman Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Dixon Hughes Goodman Wealth Advisors LLC's Holdings Heat Map

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Dixon Hughes Goodman Wealth Advisors LLC's Holdings Bubble Chart

Dixon Hughes Goodman Wealth Advisors LLC News

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