Delap Wealth Advisory, LLC Purchases in Q2 2025

Delap Wealth Advisory, LLC

  • $208 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
84K
New
$60.34 - $74.89 $5.07M - $6.29M
84K $6.29B
ITOT
Ishares Core S&P Total U.S. St

ETFs
23.9K
+ 14.12%
$108.12 - $135.04 $2.58M - $3.22M
193K $26B
DISV
Dimensional ETF Tr Dimensional

ETFs
121K
+ 128.12%
$25.93 - $32.91 $3.13M - $3.97M
215K $7.07B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
80.7K
+ 97.81%
$32.66 - $40.75 $2.63M - $3.29M
163K $6.61B
VEA
Vanguard Ftse Developed Market

ETFs
29.6K
+ 13.05%
$45.65 - $57.01 $1.35M - $1.69M
257K $14.6B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33.7K
+ 78.8%
$39.89 - $49.46 $1.34M - $1.67M
76.5K $3.78B
Ea Series Trust
82.9K
+ 63.14%
N/A
214K $4.36B
DFIC
Dimensional ETF Tr Dimensional

ETFs
46.6K
+ 361.02%
$24.94 - $31.15 $1.16M - $1.45M
59.4K $1.85B
DFSV
Dimensional ETF Tr Dimensional

ETFs
48.8K
New
$24.21 - $29.47 $1.18M - $1.44M
48.8K $1.44B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.17K
+ 2.1%
$29.12 - $35.84 $238K - $293K
398K $14.3B
VGIT
Vanguard Intermediate Term Tre

ETFs
16.8K
+ 10.22%
$58.63 - $59.9 $987K - $1.01M
182K $10.9B
DFSD
Dimensional ETF Tr Short Durat

ETFs
17.3K
+ 23.02%
$47.09 - $48.01 $816K - $832K
92.6K $4.44B
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.1K
New
$35.9 - $43.76 $469K - $572K
13.1K $565M
SPY
Spdr S&P 500 ETF Trust

ETFs
738
+ 97.88%
$496.48 - $617.85 $366K - $456K
1.49K $922M
DFAU
Dimensional ETF Tr

ETFs
11.2K
New
$34.04 - $42.36 $382K - $475K
11.2K $475M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.86K
+ 17.62%
$49.57 - $50.27 $439K - $445K
59.1K $2.97B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.82K
New
$85.42 - $94.39 $411K - $455K
4.82K $452M
DFAE
Dimensional ETF Tr

ETFs
14.2K
New
$22.87 - $28.95 $324K - $411K
14.2K $411M
NFLX
Netflix Inc

Communication Services
200
New
$855.86 - $1339.13 $171K - $268K
200 $268M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.84K
+ 6.52%
$44.8 - $53.97 $127K - $153K
46.4K $2.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.3K
New
$19.6 - $24.44 $182K - $227K
9.3K $227M
VUG
Vanguard Growth ETF

ETFs
516
New
$329.49 - $438.4 $170K - $226K
516 $226M
APPF
Appfolio Inc

Technology
876
New
$192.02 - $234.65 $168K - $206K
876 $202M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.14%
$416.06 - $551.64 $832 - $1.1K
1.45K $801M
DFUS
Dimensional ETF Tr U S Equity

ETFs
150
+ 3.33%
$53.65 - $67.02 $8.05K - $10.1K
4.66K $312M
Dimensional ETF Trust
590
+ 3.08%
N/A
19.7K $530M
IWD
Ishares Russell 1000 Val ETF

ETFs
22
+ 1.35%
$166.82 - $194.23 $3.67K - $4.27K
1.65K $321M
V
Visa Inc.

Financial Services
11
+ 1.43%
$308.27 - $373.31 $3.39K - $4.11K
780 $277M
ET
Energy Transfer LP

Energy
257
+ 1.81%
$15.65 - $18.93 $4.02K - $4.87K
14.4K $262M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
585
+ 2.58%
$24.32 - $27.87 $14.2K - $16.3K
23.3K $618M
Activity Summary
Buys All Purchases 31 New Holdings 11 Increased Positions 20 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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