Advisory Services & Investments, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 Million distributed in 36 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $20.6M, Vanguard Mid Cap ETF with a value of $14.8M, Vanguard Index Fds S&P 500 ETF with a value of $12.6M, Dimensional ETF Tr U S Small C with a value of $12.2M, and Dimensional ETF Tr Emerging Mk with a value of $10.9M.
Examining the 13F form we can see an decrease of $1.4M in the current position value, from $132M to 131M.
Below you can find more details about Advisory Services & Investments, LLC portfolio as well as his latest detailed transactions.
