LF

Lauterbach Financial Advisors, LLC

13F
Lauterbach Financial Advisors, LLC
Last update 2024-11-01 70 Stocks (7 new)
Value $164.00 Mil Turnover 3 %
Countries:
Lauterbach Financial Advisors,... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
1,299,285
44,552.5
+1.72%
27.100
+0.46%
0.140
+1.71%
+2.54%
33,259.9
 
DFAT
Dimensional U.S. Targeted Value ETF
387,692
21,567.3
-0.81%
13.120
-0.11%
0.200
+1.44%
+3.07%
11,082.7
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
464,504
12,546.3
+0.42%
7.630
+0.03%
0.170
-4.32%
+0.64%
7,111.1
 
DFUV
Dimensional US Marketwide Value ETF
268,656
11,200.3
+0.64%
6.810
+0.04%
0.100
+0.20%
+4.08%
11,598.5
 
DFIV
Dimensional International Value ETF
275,179
10,478.8
+1.86%
6.370
+0.12%
0.130
-2.00%
+2.34%
8,325.7
 
BSVO
EA Bridgeway Omni Small-Cap Value ETF
348,094
7,689.4
-8.40%
4.680
-0.45%
0.520
-0.39%
+2.01%
1,534.7
 
JPM
JPMorgan Chase & Co
29,058
6,127.1
0%
3.730
0%
0.000
+16.08%
+8.67%
725,026.0
Banks
DFUS
Dimensional U.S. Equity Market ETF
59,425
3,696.3
+19.88%
2.250
+0.37%
0.030
+3.52%
+2.27%
13,095.1
 
QQQ
INVESCO QQQ Trust
6,418
3,132.3
+0.20%
1.910
0%
0.000
+6.38%
+2.06%
324,417.9
 
NVDA
NVIDIA Corp
20,828
2,529.4
+0.09%
1.540
0%
0.000
+0.58%
+2.55%
3,372,517.9
Semiconductors

Lauterbach Financial Advisors, LLC's Historical Top Holdings Breakdowns

Lauterbach Financial 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
BSVO
EA Bridgeway Omni Small-Cap Value ETF2023-03-31New Buy
+4.56%
16.88 ($17.27) 17.68
$22.07
27.79%
New holding
321,994
321,994
DFAT
Dimensional U.S. Targeted Value ETF2024-03-31Reduce
-1.15%
49.45 ($51.48) 54.43
$57.37
11.44%
Reduce -7.44%
391,542
-31,479
DFUV
Dimensional US Marketwide Value ETF2024-03-31Reduce
-0.93%
36.22 ($38.2) 40.9
$42.59
11.49%
Reduce -12.05%
260,740
-35,719
DFAC
Dimensional U.S. Core Equity 2 ETF2023-06-30Add
+0.87%
24.77 ($25.69) 27.15
$35.47
38.07%
Add 3.24%
1,343,423
42,106
AVDV
Avantis International Small Cap Value ETF2024-03-31Add
+0.75%
59.95 ($62.34) 65.89
$64.96
4.20%
Add 114.83%
32,409
17,323
VTI
Vanguard Total Stock Market ETF2023-06-30Reduce
-0.73%
199.99 ($207.79) 220.28
$296.20
42.55%
Reduce -77.15%
1,317
-4,446
DFAC
Dimensional U.S. Core Equity 2 ETF2024-03-31Reduce
-0.71%
28.62 ($30.19) 31.95
$35.47
17.49%
Reduce -2.62%
1,300,767
-34,978
DFAX
Dimensional World ex U.S. Core Equity 2 ETF2023-06-30Add
+0.63%
22.27 ($23.03) 23.72
$25.02
8.64%
Add 7.87%
483,253
35,278
BSVO
EA Bridgeway Omni Small-Cap Value ETF2024-06-30Add
+0.52%
19.57 ($20.47) 21.23
$22.07
7.82%
Add 10.84%
379,998
37,170
IBM
International Business Machines Corp2024-03-31Sold Out
-0.51%
159.16 ($182.43) 197.78
$224.79
23.22%
Sold Out
0
-4,483

Lauterbach Financial Advisors, LLC Total Holding History ($B)

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Lauterbach Financial Advisors, LLC's Asset Allocation

To

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 2024-09-30

Lauterbach Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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