Delap Wealth Advisory, LLC Reduced Holdings in Q3 2024

Delap Wealth Advisory, LLC

  • $158 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-454K
- 53.02%
$31.05 - $34.29 $14.1M - $15.6M
402K $13.8B
IDEV
Ishares Core Msci Intl Develop

ETFs
-152K
- 44.57%
$63.46 - $71.43 $9.64M - $10.8M
189K $13.4B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-244K
- 45.81%
$25.21 - $28.46 $6.14M - $6.93M
288K $8.11B
DFAX
Dimensional ETF Tr
-242K
- 50.05%
$24.29 - $27.25 $5.88M - $6.59M
241K $6.52B
AVDV
American Centy ETF Tr Avantis

ETFs
-66.8K
- 40.11%
$62.52 - $71.12 $4.17M - $4.75M
99.7K $7.04B
DISV
Dimensional ETF Tr Dimensional

ETFs
-127K
- 56.85%
$26.06 - $29.18 $3.3M - $3.69M
96K $2.79B
DFIV
Dimensional ETF Tr

ETFs
-76K
- 51.55%
$34.66 - $38.38 $2.63M - $2.92M
71.4K $2.72B
DFAT
Dimensional ETF Tr U S Target

ETFs
-47.2K
- 50.34%
$51.0 - $57.07 $2.41M - $2.7M
46.6K $2.59B
AVUV
American Centy ETF Tr Avantis

ETFs
-18.9K
- 50.8%
$88.24 - $99.7 $1.67M - $1.89M
18.3K $1.76B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-33.8K
- 74.49%
$25.36 - $28.37 $856K - $958K
11.6K $325M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-17.7K
- 50.0%
$38.51 - $41.69 $680K - $736K
17.7K $736M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-12.9K
- 21.53%
$47.0 - $47.84 $605K - $616K
46.9K $2.24B
NVDA
Nvidia Corp

Technology
-3.83K
- 37.36%
$98.91 - $134.91 $378K - $516K
6.41K $779M
Ea Series Trust
-26.6K
- 17.13%
N/A
129K $2.85B
Dimensional ETF Trust
-13.9K
- 49.77%
N/A
14K $404M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.27K
- 17.46%
$161.02 - $200.0 $205K - $255K
6.02K $1.12B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-4.51K
- 50.0%
$56.04 - $62.2 $253K - $280K
4.51K $280M
EEM
Ishares Msci Emerging Markets

ETFs
-5.43K
- 31.4%
$40.42 - $46.7 $219K - $254K
11.9K $544M
GOOGL
Alphabet Inc.

Communication Services
-740
- 19.9%
$148.65 - $191.18 $110K - $141K
2.98K $494M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.09K
- 50.0%
$59.25 - $65.33 $183K - $202K
3.09K $200M
GOOG
Alphabet Inc.

Communication Services
-629
- 33.67%
$149.54 - $192.66 $94.1K - $121K
1.24K $207M
LLY
Eli Lilly & CO

Healthcare
-109
- 18.29%
$772.14 - $960.02 $84.2K - $105K
487 $431M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.93K
- 13.16%
$41.9 - $48.26 $248K - $286K
39.1K $1.87B
XOM
Exxon Mobil Corp

Energy
-718
- 27.51%
$109.72 - $119.0 $78.8K - $85.4K
1.89K $222M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-270
- 31.51%
$405.19 - $478.57 $109K - $129K
587 $270M
HD
Home Depot, Inc.

Consumer Cyclical
-231
- 27.57%
$333.64 - $405.2 $77.1K - $93.6K
607 $246M
COST
Costco Wholesale Corp

Consumer Defensive
-96
- 7.44%
$801.83 - $917.05 $77K - $88K
1.2K $1.06B
V
Visa Inc.

Financial Services
-180
- 18.79%
$253.74 - $291.56 $45.7K - $52.5K
778 $214M
PG
Procter & Gamble CO

Consumer Defensive
-243
- 17.23%
$160.76 - $177.82 $39.1K - $43.2K
1.17K $202M
JNJ
Johnson & Johnson

Healthcare
-336
- 16.51%
$145.48 - $167.38 $48.9K - $56.2K
1.7K $275M
TSLA
Tesla, Inc.

Consumer Cyclical
-292
- 22.58%
$191.76 - $263.26 $56K - $76.9K
1K $262M
AZO
Autozone Inc

Consumer Cyclical
-5
- 4.03%
$2815.0 - $3212.87 $14.1K - $16.1K
119 $375M
AAPL
Apple Inc.

Technology
-1.8K
- 9.38%
$207.23 - $234.82 $374K - $423K
17.4K $4.06B
EFV
Msci Eafe Value ETF

ETFs
-146
- 2.33%
$51.72 - $57.96 $7.55K - $8.46K
6.13K $352M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-572
- 2.43%
$114.73 - $120.23 $65.6K - $68.8K
23K $2.75B
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.32%
$520.18 - $576.82 $2.6K - $2.88K
1.57K $903M
SBUX
Starbucks Corp

Consumer Cyclical
-34
- 0.82%
$72.51 - $98.6 $2.47K - $3.35K
4.13K $403M
WMT
Walmart Inc.

Consumer Defensive
-1.76K
- 9.91%
$66.91 - $81.4 $118K - $144K
16K $1.29B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-105
- 1.08%
$210.25 - $231.86 $22.1K - $24.3K
9.57K $2.14B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.17K
- 2.37%
$33.74 - $37.96 $73.2K - $82.4K
89.6K $3.36B
Activity Summary
Buys All Purchases 14 New Holdings 5 Increased Positions 9 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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