Colony Family Offices, LLC Incresed Positions in Q2 2025

Colony Family Offices, LLC

  • $355 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
145K
+ 25.17%
$67.83 - $84.09 $9.85M - $12.2M
722K $60.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
68.9K
+ 7.17%
$53.65 - $67.02 $3.7M - $4.62M
1.03M $69M
DFAE
Dimensional ETF Tr

ETFs
173K
+ 32.15%
$22.87 - $28.95 $3.97M - $5.02M
713K $20.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
43K
+ 14.11%
$90.56 - $109.49 $3.89M - $4.7M
347K $38M
IVV
Ishares Core S&P 500 ETF

ETFs
7.13K
+ 95.56%
$498.8 - $620.9 $3.56M - $4.43M
14.6K $9.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
39.3K
+ 8.74%
$39.89 - $49.46 $1.57M - $1.94M
489K $24.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
44.3K
+ 117.81%
$51.16 - $62.02 $2.26M - $2.75M
81.8K $5.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.76K
+ 44.52%
$496.48 - $617.85 $1.87M - $2.32M
12.2K $7.54M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
52.7K
+ 15.65%
$48.13 - $49.85 $2.54M - $2.63M
390K $19.1M
DFAI
Dimensional ETF Tr

ETFs
56.2K
+ 46.06%
$28.02 - $34.71 $1.58M - $1.95M
178K $6.16M
DFAS
Dimensional ETF Tr U S Small C

ETFs
25.1K
+ 129.06%
$52.31 - $63.72 $1.31M - $1.6M
44.5K $2.84M
SCHC
Schwab Strategic Tr Intl Small

ETFs
10.8K
+ 22.74%
$32.41 - $42.59 $350K - $460K
58.3K $2.48M
DFIS
Dimensional ETF Tr Dimensional

ETFs
18.3K
+ 62.18%
$23.2 - $29.84 $424K - $546K
47.7K $1.42M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.7K
+ 13.31%
$72.02 - $73.82 $555K - $569K
65.6K $4.83M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.61K
+ 83.72%
$72.96 - $90.39 $117K - $146K
3.53K $315K
EEM
Ishares Msci Emerging Markets

ETFs
685
+ 3.34%
$38.52 - $48.28 $26.4K - $33.1K
21.2K $1.02M
VIG
Vanguard Dividend Appreciation

ETFs
688
+ 2.18%
N/A
32.2K $5.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42
+ 5.04%
$456.74 - $568.03 $19.2K - $23.9K
875 $497K
IVE
Ishares S&P 500 Value ETF

ETFs
154
+ 56.41%
$168.34 - $195.42 $25.9K - $30.1K
427 $83K
VBK
Vanguard Small Cap Growth ETF

ETFs
60
+ 13.54%
$219.76 - $276.94 $13.2K - $16.6K
503 $139K
VBR
Vanguard Small Cap Value ETF

ETFs
61
+ 9.64%
$162.76 - $195.77 $9.93K - $11.9K
694 $135K
VV
Vanguard Large Cap ETF

ETFs
4
+ 1.48%
$228.25 - $285.3 $913 - $1.14K
274 $78K
Activity Summary
Buys All Purchases 24 New Holdings 1 Increased Positions 23 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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