Cardiff Park Advisors, LLC Incresed Positions in Q3 2024

Cardiff Park Advisors, LLC

  • $1.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
41.2K
+ 0.99%
$31.05 - $34.29 $1.28M - $1.41M
4.22M $145M
VTI
Vanguard Total Stock Market Et

ETFs
6.99K
+ 1.5%
$255.18 - $283.2 $1.78M - $1.98M
473K $134M
DFAX
Dimensional ETF Tr
41.5K
+ 3.32%
$24.29 - $27.25 $1.01M - $1.13M
1.29M $34.8M
AAPL
Apple Inc.

Technology
1.55K
+ 1.3%
$207.23 - $234.82 $321K - $364K
121K $28.2M
AVDE
American Centy ETF Tr Avantis

ETFs
12K
+ 3.78%
$60.09 - $67.67 $720K - $811K
329K $22.1M
VNQ
Vanguard Specialized Funds Van

ETFs
8.22K
+ 8.65%
$82.97 - $98.97 $682K - $813K
103K $10.1M
VUG
Vanguard Growth ETF

ETFs
4.85K
+ 25.76%
$341.08 - $391.94 $1.65M - $1.9M
23.7K $9.09M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.04K
+ 0.14%
$38.51 - $41.69 $40.1K - $43.4K
753K $31.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.84K
+ 1.06%
$56.04 - $62.2 $215K - $239K
367K $22.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.25K
+ 0.35%
$51.0 - $57.07 $63.5K - $71.1K
362K $20.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
25.9K
+ 11.46%
$26.06 - $29.18 $675K - $756K
252K $7.32M
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 0.05%
$179.99 - $201.6 $5.04K - $5.64K
51.3K $10.3M
AVEM
American Centy ETF Tr Avantis

ETFs
4.07K
+ 2.3%
$57.2 - $65.59 $233K - $267K
181K $11.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.15K
+ 0.69%
$59.25 - $65.33 $68K - $74.9K
168K $10.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
13.9K
+ 6.28%
$25.36 - $28.37 $353K - $395K
236K $6.64M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.32K
+ 2.72%
$25.21 - $28.46 $184K - $208K
276K $7.78M
VTV
Vanguard Value ETF

ETFs
156
+ 0.4%
$159.75 - $174.57 $24.9K - $27.2K
39.5K $6.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
17
+ 0.01%
$30.74 - $34.07 $523 - $579
213K $7.25M
AVRE
American Centy ETF Tr Avantis
361
+ 0.63%
$40.95 - $48.28 $14.8K - $17.4K
57.4K $2.71M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
547
+ 0.65%
$59.93 - $66.52 $32.8K - $36.4K
84.3K $5.61M
IJS
Ishares S&P Smallcap 600 Value

ETFs
38
+ 0.14%
$95.81 - $109.03 $3.64K - $4.14K
27.8K $3M
PM
Philip Morris International Inc.

Consumer Defensive
62
+ 0.46%
$101.25 - $127.45 $6.28K - $7.9K
13.7K $1.66M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
17
+ 0.05%
$112.99 - $126.45 $1.92K - $2.15K
32.2K $4.05M
CAT
Caterpillar Inc

Industrials
15
+ 0.36%
$316.8 - $391.12 $4.75K - $5.87K
4.24K $1.66M
PLTR
Palantir Technologies Inc.

Technology
2.4K
+ 18.5%
$24.09 - $37.95 $57.8K - $91.1K
15.4K $571K
MGV
Vanguard Mega Cap Value

ETFs
1.45K
+ 45.61%
$118.0 - $128.28 $172K - $187K
4.64K $595K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.32K
+ 193.98%
$77.02 - $85.06 $179K - $197K
3.52K $297K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
36
+ 0.08%
$65.06 - $71.72 $2.34K - $2.58K
45.6K $3.25M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.13%
$245.82 - $304.51 $1.23K - $1.52K
3.82K $1.16M
WMT
Walmart Inc.

Consumer Defensive
24
+ 0.17%
$66.91 - $81.4 $1.61K - $1.95K
14.3K $1.16M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.04K
+ 4.1%
$79.29 - $84.02 $82.1K - $87K
26.3K $2.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
94
+ 1.02%
$149.02 - $167.67 $14K - $15.8K
9.34K $1.57M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
4.91K
+ 13.72%
$25.73 - $28.81 $126K - $141K
40.7K $1.16M
DFAI
Dimensional ETF Tr

ETFs
76
+ 0.1%
$28.69 - $32.06 $2.18K - $2.44K
79.5K $2.53M
ITA
Ishares Tr

ETFs
1K
+ 100.0%
$131.58 - $149.64 $132K - $150K
2K $299K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
502
+ 0.85%
$76.94 - $79.54 $38.6K - $39.9K
59.5K $4.73M
JNJ
Johnson & Johnson

Healthcare
23
+ 0.23%
$145.48 - $167.38 $3.35K - $3.85K
10.2K $1.65M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
80
+ 0.22%
$69.61 - $79.56 $5.57K - $6.36K
36.8K $2.88M
VV
Vanguard Large Cap ETF

ETFs
33
+ 0.31%
$236.92 - $263.4 $7.82K - $8.69K
10.8K $2.84M
ORCL
Oracle Corp

Technology
76
+ 1.69%
$125.9 - $170.35 $9.57K - $12.9K
4.57K $779K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.26%
$460.3 - $584.56 $1.38K - $1.75K
1.16K $675K
VEU
Vanguard Ftse All World Ex Us

ETFs
30
+ 0.1%
$56.47 - $63.69 $1.69K - $1.91K
30.7K $1.93M
ITOT
Ishares Core S&P Total U.S. St

ETFs
154
+ 0.93%
$113.41 - $125.62 $17.5K - $19.3K
16.6K $2.09M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.02%
$163.84 - $199.33 $164 - $199
4.75K $937K
DFAE
Dimensional ETF Tr

ETFs
741
+ 1.18%
$24.46 - $27.82 $18.1K - $20.6K
63.5K $1.74M
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.07%
$173.36 - $189.8 $867 - $949
7.36K $1.4M
VB
Vanguard Small Cap ETF

ETFs
20
+ 0.36%
$214.77 - $237.72 $4.3K - $4.75K
5.62K $1.33M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.02%
$83.76 - $91.82 $251 - $275
14.9K $1.36M
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.09%
$200.87 - $224.6 $1K - $1.12K
5.28K $1.17M
Activity Summary
Buys All Purchases 150 New Holdings 21 Increased Positions 129 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 4
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