LF
| |
Lauterbach Financial Advisors, LLC13F | |
| Lauterbach Financial Advisors, LLC | |
| Last update 2025-07-18 | 80 Stocks (8 new) |
| Value $182.00 Mil | Turnover 5 % |
Lauterbach Financial Advisors,... Top Holdings of 2025-06-30
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| 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 | 1,267,977 | 45,444.3 | +0.01% | 25.000 | 0% | 0.130 | +18.06% | +7.40% | 35,986.0 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 395,898 | 21,362.6 | +3.86% | 11.750 | +0.44% | 0.200 | +18.08% | +2.63% | 11,220.6 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 458,844 | 13,476.2 | -0.49% | 7.410 | -0.04% | 0.150 | +16.66% | +23.87% | 9,129.9 | ||
DFIV | Dimensional International Value ETF | 271,319 | 11,620.6 | +0.40% | 6.390 | +0.03% | 0.100 | +15.44% | +28.42% | 12,666.8 | ||
DFUV | Dimensional US Marketwide Value ETF | 261,559 | 11,058.7 | -0.30% | 6.080 | -0.02% | 0.100 | +13.03% | +7.10% | 11,890.0 | ||
JPM | JPMorgan Chase & Co | 28,606 | 8,293.2 | +0.06% | 4.560 | 0% | 0.000 | +23.60% | +25.61% | 814,700.9 | Banks | |
BSVO |
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
| 340,954 | 6,948.6 | -1.81% | 3.820 | -0.08% | 0.470 | +20.83% | +0.85% | 1,611.0 | ||
DFUS | Dimensional U.S. Equity Market ETF | 86,910 | 5,824.7 | +48.43% | 3.200 | +1.04% | 0.040 | +19.00% | +8.38% | 15,950.3 | ||
NVDA | NVIDIA Corp | 21,034 | 3,323.2 | +0.74% | 1.830 | +0.01% | 0.000 | +66.17% | +27.11% | 4,162,102.4 | Semiconductors | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 21,046 | 2,842.1 | +22.89% | 1.560 | +0.29% | 0.000 | +19.02% | +8.40% | 72,922.6 |
Lauterbach Financial Advisors, LLC's Historical Top Holdings Breakdowns
Lauterbach Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFUS | Dimensional U.S. Equity Market ETF | 2025-06-30 | Add Add | +1.04% | 53.65 ($61.9) 67.02 | $68.75 | 11.07% | Add 48.43% | 86,910 | 28,357 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Add Add | +0.53% | 75.17 ($86.2) 91.21 | $96.40 | 11.83% | Add 80.31% | 23,757 | 10,581 | |
DFAT | Dimensional U.S. Targeted Value ETF | 2025-06-30 | Add Add | +0.44% | 44.8 ($50.94) 53.97 | $56.68 | 11.27% | Add 3.86% | 395,898 | 14,731 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-06-30 | Add Add | +0.29% | 108.12 ($124.74) 135.04 | $138.60 | 11.11% | Add 22.89% | 21,046 | 3,920 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-06-30 | Add Add | +0.24% | 28.02 ($32.74) 34.71 | $35.46 | 8.31% | Add 24.22% | 64,350 | 12,547 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Add Add | +0.21% | 483.48 ($508.26) 539.8 | $482.69 | -5.03% | Add 48.66% | 2,380 | 779 | |
COIN | Coinbase Global Inc | 2025-06-30 | New Buy New Buy | +0.21% | 151.47 ($232.81) 375.07 | $395.57 | 69.91% | New holding | 1,113 | 1,113 | |
GEV | GE Vernova Inc | 2025-06-30 | New Buy New Buy | +0.19% | 271.48 ($414.61) 529.15 | $627.58 | 51.37% | New holding | 657 | 657 | |
DIHP |
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
| 2025-06-30 | New Buy New Buy | +0.18% | 24.32 ($28.12) 29.74 | $30.00 | 6.67% | New holding | 11,245 | 11,245 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-06-30 | Add Add | +0.17% | 34.04 ($39.19) 42.36 | $43.52 | 11.05% | Add 24.18% | 36,999 | 7,205 |
Lauterbach Financial Advisors, LLC Total Holding History ($B)
Lauterbach Financial Advisors, LLC's Asset Allocation
Lauterbach Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lauterbach Financial Advisors, LLC's Hypothetical Growth since 2025-06-30
Lauterbach Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lauterbach Financial Advisors, LLC's Holdings Heat Map
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Lauterbach Financial Advisors, LLC's Holdings Bubble Chart
Lauterbach Financial Advisors, LLC News
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