Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Babb Wealth Advisors LLC (CIK 2047312) reported $182.9M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAX ($41.0M, 22.41%), DFAC ($32.9M, 18.00%), DFAT ($27.4M, 14.96%), DFUS ($21.5M, 11.77%), DFCF ($19.5M, 10.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL ETF TRUST | $41.0M | 22.41% | 1.2M | Trimmed |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $32.9M | 18.00% | 847,345 | Added |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $27.4M | 14.96% | 438,199 | Added |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $21.5M | 11.77% | 303,546 | Added |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $19.5M | 10.68% | 462,863 | Added |
| 6 | DFGX | DIMENSIONAL ETF TRUST | $12.4M | 6.79% | 236,805 | Added |
| 7 | DUSB | DIMENSIONAL ETF TRUST | $10.7M | 5.84% | 210,509 | Trimmed |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $6.3M | 3.46% | 132,004 | Added |
| 9 | DFSU | DIMENSIONAL ETF TRUST | $2.6M | 1.43% | 63,664 | Added |
| 10 | DFAW | DIMENSIONAL ETF TRUST | $2.1M | 1.16% | 28,783 | Added |
| 11 | GBCI | GLACIER BANCORP INC NEW | $1.7M | 0.91% | 37,343 | Trimmed |
| 12 | DFSB | DIMENSIONAL ETF TRUST | $1.3M | 0.72% | 25,315 | Added |
| 13 | DFSI | DIMENSIONAL ETF TRUST | $1.1M | 0.57% | 24,806 | Added |
| 14 | DFUV | DIMENSIONAL ETF TRUST | $746,267 | 0.41% | 15,400 | Trimmed |
| 15 | DFIC | DIMENSIONAL ETF TRUST | $509,713 | 0.28% | 14,346 | Trimmed |
| 16 | DFSE | DIMENSIONAL ETF TRUST | $470,472 | 0.26% | 11,104 | Added |
| 17 | DFEM | DIMENSIONAL ETF TRUST | $241,608 | 0.13% | 6,993 | Trimmed |
| 18 | FDX | FEDEX CORP | $201,954 | 0.11% | 567 | New |
| 19 | VTI | VANGUARD INDEX FDS | $209,810 | 0.11% | 654 | New |
| 20 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31