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.
Lauterbach Financial Advisors, LLC (CIK 1909828) reported $204.8M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($47.7M, 23.28%), DFAT ($24.3M, 11.88%), DFAX ($15.2M, 7.42%), DFIV ($13.8M, 6.73%), DFUV ($12.5M, 6.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $47.7M | 23.28% | 1.2M | Trimmed |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $24.3M | 11.88% | 389,508 | Trimmed |
| 3 | DFAX | DIMENSIONAL ETF TRUST | $15.2M | 7.42% | 447,358 | Trimmed |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $13.8M | 6.73% | 261,264 | Trimmed |
| 5 | DFUV | DIMENSIONAL ETF TRUST | $12.5M | 6.11% | 258,255 | Trimmed |
| 6 | BSVO | EA SERIES TRUST | $8.5M | 4.14% | 334,410 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $8.3M | 4.04% | 28,134 | Trimmed |
| 8 | DFUS | DIMENSIONAL ETF TRUST | $7.6M | 3.72% | 107,283 | Added |
| 9 | AVUV | AMERICAN CENTY ETF TR | $3.8M | 1.88% | 34,828 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $3.7M | 1.82% | 21,347 | Hold |
| 11 | AVDV | AMERICAN CENTY ETF TR | $3.4M | 1.64% | 33,689 | Added |
| 12 | ITOT | ISHARES TR | $2.9M | 1.43% | 20,546 | Trimmed |
| 13 | XOM | EXXON MOBIL CORP | $2.9M | 1.43% | 17,198 | Trimmed |
| 14 | VGIT | VANGUARD SCOTTSDALE FDS | $2.9M | 1.42% | 48,816 | Added |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $2.9M | 1.40% | 73,541 | Added |
| 16 | IDEV | ISHARES TR | $2.6M | 1.27% | 31,214 | Trimmed |
| 17 | QQQ | INVESCO QQQ TR | $2.6M | 1.25% | 4,438 | Trimmed |
| 18 | AAPL | APPLE INC | $2.3M | 1.12% | 9,018 | Trimmed |
| 19 | DFAS | DIMENSIONAL ETF TRUST | $1.6M | 0.77% | 22,038 | Trimmed |
| 20 | IEMG | ISHARES INC | $1.5M | 0.76% | 22,213 | Added |
| 21 | PG | PROCTER & GAMBLE CO | $1.5M | 0.72% | 10,147 | Added |
| 22 | DFAU | DIMENSIONAL ETF TRUST | $1.5M | 0.71% | 32,266 | Trimmed |
| 23 | PFE | PFIZER INC | $1.3M | 0.64% | 46,768 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.57% | 2,440 | Hold |
| 25 | AVUS | AMERICAN CENTY ETF TR | $1.1M | 0.56% | 10,238 | Added |
Source: SEC Form 13F filings · as of 2026-03-31