Kaufman Rossin Wealth, LLC Purchases in Q4 2024

Kaufman Rossin Wealth, LLC

  • $97.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
1M
New
N/A
1M $21.7B
ITOT
Ishares Core S&P Total U.S. St

ETFs
99.1K
New
$124.26 - $134.12 $12.3M - $13.3M
99.1K $12.7B
AVDV
American Centy ETF Tr Avantis

ETFs
136K
New
$63.85 - $70.4 $8.71M - $9.6M
136K $8.87B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
284K
New
$26.16 - $28.82 $7.44M - $8.2M
284K $7.45B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
188K
New
$33.92 - $36.6 $6.38M - $6.88M
188K $6.51B
DUHP
Dimensional ETF Tr Dimensional

ETFs
176K
New
$33.62 - $35.69 $5.91M - $6.28M
176K $5.94B
IDEV
Ishares Core Msci Intl Develop

ETFs
69.6K
New
$64.18 - $70.42 $4.47M - $4.9M
69.6K $4.49B
DIHP
Dimensional ETF Tr Dimensional

ETFs
161K
New
$25.15 - $27.57 $4.05M - $4.44M
161K $4.07B
DISV
Dimensional ETF Tr Dimensional

ETFs
131K
New
$26.18 - $28.77 $3.42M - $3.76M
131K $3.48B
VGIT
Vanguard Intermediate Term Tre

ETFs
54.7K
New
$57.78 - $60.4 $3.16M - $3.31M
54.7K $3.17B
DFSD
Dimensional ETF Tr Short Durat

ETFs
39.5K
New
$46.75 - $47.8 $1.85M - $1.89M
39.5K $1.85B
DFAU
Dimensional ETF Tr

ETFs
35.2K
New
$39.27 - $42.38 $1.38M - $1.49M
35.2K $1.43B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
29.6K
New
$40.38 - $44.35 $1.19M - $1.31M
29.6K $1.21B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
25K
New
$48.33 - $49.08 $1.21M - $1.23M
25K $1.21B
AAPL
Apple Inc.

Technology
4.26K
New
$221.69 - $259.02 $945K - $1.1M
4.26K $1.07B
VTI
Vanguard Total Stock Market Et

ETFs
3.14K
New
$280.04 - $302.45 $879K - $950K
3.14K $910M
MSFT
Microsoft Corp

Technology
2.03K
New
$406.35 - $454.46 $824K - $922K
2.03K $855M
GLD
Spdr Gold Trust

ETFs
2.86K
New
$236.59 - $257.5 $675K - $735K
2.86K $691M
GLDM
World Gold Trust

ETFs
13.2K
New
$50.76 - $55.23 $667K - $726K
13.2K $684M
DFAI
Dimensional ETF Tr

ETFs
21.1K
New
$29.0 - $31.6 $611K - $665K
21.1K $615M
DFAT
Dimensional ETF Tr U S Target

ETFs
10.8K
New
$54.54 - $61.04 $587K - $657K
10.8K $599M
DFAX
Dimensional ETF Tr
23.7K
New
$24.76 - $27.04 $586K - $640K
23.7K $589M
ADBE
Adobe Inc.

Technology
1.29K
New
$437.39 - $552.96 $566K - $715K
1.29K $575M
AVUV
American Centy ETF Tr Avantis

ETFs
5.61K
New
$94.37 - $106.41 $530K - $597K
5.61K $542M
NVDA
Nvidia Corp

Technology
3.74K
New
$117.0 - $148.88 $437K - $556K
3.74K $502M
COST
Costco Wholesale Corp

Consumer Defensive
533
New
$873.59 - $994.69 $466K - $530K
533 $488M
AMZN
Amazon Com Inc

Consumer Cyclical
2K
New
$180.88 - $232.93 $361K - $465K
2K $438M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
12.8K
New
$26.65 - $29.34 $342K - $376K
12.8K $348M
IWF
Ishares Russell 1000 Gr ETF

ETFs
795
New
$370.24 - $418.94 $294K - $333K
795 $319M
IVV
Ishares Core S&P 500 ETF

ETFs
504
New
$570.51 - $610.59 $288K - $308K
504 $297M
GOOGL
Alphabet Inc.

Communication Services
1.44K
New
$161.86 - $196.66 $233K - $284K
1.44K $273M
IXUS
Ishares Tr

ETFs
3.84K
New
$65.95 - $72.56 $253K - $278K
3.84K $254M
FTNT
Fortinet, Inc.

Technology
2.34K
New
$76.49 - $99.21 $179K - $232K
2.34K $221M
ABBV
Abb Vie Inc.

Healthcare
1.18K
New
$164.99 - $203.87 $194K - $240K
1.18K $209M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.96K
New
$106.33 - $110.69 $209K - $217K
1.96K $209M
BAC
Bank Of America Corp

Financial Services
4.67K
New
$39.22 - $47.77 $183K - $223K
4.67K $205M
Activity Summary
Buys All Purchases 37 New Holdings 37 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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