The Analysis of Babb Wealth Advisors LLC's Holdings

Currently, Babb Wealth Advisors LLC holds 19 types of securities in its portfolio with a total value $153.8M. In the most recent quarter, they have increased their positions in DUSB (+53.7K shares, valued at $2.7M), DFCF (+34.2K shares, valued at $1.5M), DFAC (+36.2K shares, valued at $1.4M); decreased their positions in DFUV (-1.4K shares, valued at $63.6K), DFSU (-174 shares, valued at $7.4K), DFSE (-75 shares, valued at $3.1K); initiated new positions in NVDA (+1.1K shares, valued at $208.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAX DIMENSIONAL ETF TRUST1.1M shares3.68%2025-09-302025-11-10

DFAC DIMENSIONAL ETF TRUST736.3K shares5.16%2025-09-302025-11-10

DFAT DIMENSIONAL ETF TRUST378.9K shares5.68%2025-09-302025-11-10

DFUS DIMENSIONAL ETF TRUST269.9K shares3.92%2025-09-302025-11-10

DFCF DIMENSIONAL ETF TRUST363.4K shares10.39%2025-09-302025-11-10

DFGX DIMENSIONAL ETF TRUST177.8K shares10.72%2025-09-302025-11-10

DUSB DIMENSIONAL ETF TRUST171.5K shares45.54%2025-09-302025-11-10

DFSD DIMENSIONAL ETF TRUST93.8K shares11.81%2025-09-302025-11-10

Sponsored

GBCI GLACIER BANCORP INC NEW42.3K shares0.00%2025-09-302025-11-10

DFSU DIMENSIONAL ETF TRUST46.4K shares-0.37%2025-09-302025-11-10

DFAW DIMENSIONAL ETF TRUST26.8K shares0.13%2025-09-302025-11-10

DFSB DIMENSIONAL ETF TRUST17.7K shares0.03%2025-09-302025-11-10

DFSI DIMENSIONAL ETF TRUST20.2K shares0.10%2025-09-302025-11-10

DFUV DIMENSIONAL ETF TRUST15.7K shares-8.30%2025-09-302025-11-10

DFSE DIMENSIONAL ETF TRUST9.2K shares-0.81%2025-09-302025-11-10

AAPL APPLE INC1.1K shares10.01%2025-09-302025-11-10