Lauterbach Financial Advisors, LLC Purchases in Q2 2025

Lauterbach Financial Advisors, LLC

  • $174 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
113
+ 0.01%
$29.12 - $35.84 $3.29K - $4.05K
1.27M $45.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
28.4K
+ 48.43%
$53.65 - $67.02 $1.52M - $1.9M
86.9K $5.82M
DFAT
Dimensional ETF Tr U S Target

ETFs
14.7K
+ 3.86%
$44.8 - $53.97 $660K - $795K
396K $21.4M
JPM
Jpmorgan Chase & CO

Financial Services
18
+ 0.06%
$210.28 - $289.91 $3.79K - $5.22K
28.6K $8.29M
NVDA
Nvidia Corp

Technology
154
+ 0.74%
$94.31 - $157.99 $14.5K - $24.3K
21K $3.32M
AVUV
American Centy ETF Tr Avantis

ETFs
10.6K
+ 80.31%
$75.17 - $91.21 $795K - $965K
23.8K $2.16M
DFIV
Dimensional ETF Tr

ETFs
1.07K
+ 0.4%
$34.67 - $43.21 $37.2K - $46.4K
271K $11.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.92K
+ 22.89%
$108.12 - $135.04 $424K - $529K
21K $2.84M
DFAI
Dimensional ETF Tr

ETFs
12.5K
+ 24.22%
$28.02 - $34.71 $352K - $436K
64.4K $2.22M
AVDV
American Centy ETF Tr Avantis

ETFs
2.11K
+ 7.24%
$61.76 - $79.32 $130K - $167K
31.2K $2.47M
DFAU
Dimensional ETF Tr

ETFs
7.21K
+ 24.18%
$34.04 - $42.36 $245K - $305K
37K $1.57M
COIN
Coinbase Global, Inc.

Technology
1.11K
New
$151.47 - $375.07 $169K - $417K
1.11K $390K
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.2K
New
$24.32 - $29.74 $273K - $334K
11.2K $331K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
779
+ 48.66%
$483.48 - $539.8 $377K - $421K
2.38K $1.16M
RBLX
Roblox Corp

Communication Services
2.54K
New
$51.22 - $105.59 $130K - $268K
2.54K $267K
IDEV
Ishares Core Msci Intl Develop

ETFs
498
+ 1.56%
$61.79 - $76.67 $30.8K - $38.2K
32.5K $2.47M
VEA
Vanguard Ftse Developed Market

ETFs
4.09K
New
$45.65 - $57.01 $187K - $233K
4.09K $233K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.45%
$462.22 - $707.75 $2.77K - $4.25K
1.34K $945K
VBR
Vanguard Small Cap Value ETF

ETFs
1.12K
New
$162.76 - $195.77 $182K - $219K
1.12K $217K
BROS
Dutch Bros Inc.

Consumer Cyclical
3K
New
$51.37 - $73.72 $154K - $221K
3K $205K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.5K
+ 43.19%
$23.4 - $29.68 $129K - $163K
18.2K $541K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.46K
New
$104.34 - $138.68 $152K - $202K
1.46K $201K
DFAE
Dimensional ETF Tr

ETFs
3.69K
+ 14.13%
$22.87 - $28.95 $84.3K - $107K
29.8K $861K
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.99K
+ 51.23%
$29.36 - $35.56 $117K - $142K
11.8K $418K
GE
General Electric CO

Industrials
10
+ 0.38%
$166.81 - $257.39 $1.67K - $2.57K
2.64K $679K
PANW
Palo Alto Networks Inc

Technology
1
+ 0.03%
$152.44 - $204.64 $152 - $205
4K $818K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.11K
+ 42.38%
$81.46 - $94.63 $90.4K - $105K
3.73K $352K
DFAS
Dimensional ETF Tr U S Small C

ETFs
118
+ 0.52%
$52.31 - $63.72 $6.17K - $7.52K
22.9K $1.46M
WFC
Wells Fargo & Company

Financial Services
44
+ 0.54%
$60.98 - $80.12 $2.68K - $3.53K
8.16K $653K
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 2.04%
$221.86 - $362.89 $4.88K - $7.98K
1.1K $349K
VGIT
Vanguard Intermediate Term Tre

ETFs
998
+ 6.11%
$58.63 - $59.9 $58.5K - $59.8K
17.3K $1.04M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.03%
$81.79 - $99.98 $164 - $200
5.89K $575K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
346
+ 2.24%
$26.69 - $33.44 $9.23K - $11.6K
15.8K $520K
EFV
Msci Eafe Value ETF

ETFs
193
+ 2.52%
$52.4 - $64.65 $10.1K - $12.5K
7.87K $499K
PAYC
Paycom Software, Inc.

Technology
5
+ 0.16%
$193.07 - $265.71 $965 - $1.33K
3.05K $705K
IEMG
Ishares Inc

ETFs
712
+ 3.07%
N/A
23.9K $1.28M
AVUS
American Centy ETF Tr Avantis

ETFs
6
+ 0.2%
$81.38 - $100.82 $488 - $605
3.03K $305K
SCHO
Schwab Short Term Us Treasury

ETFs
79
+ 0.73%
$24.19 - $24.45 $1.91K - $1.93K
10.9K $265K
SHV
Ishares Tr

ETFs
19
+ 1.02%
$110.06 - $110.46 $2.09K - $2.1K
1.89K $208K
STRV
Ea Ser Tr Strive 500 ETF
881
+ 13.57%
N/A
7.37K $0
Ge Vernova Inc
657
New
N/A
657 $0
IP
International Paper CO

Consumer Cyclical
35
+ 0.81%
$43.89 - $54.46 $1.54K - $1.91K
4.35K $203K
PFE
Pfizer Inc

Healthcare
527
+ 1.18%
$21.59 - $24.84 $11.4K - $13.1K
45.2K $1.1M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.07%
$157.66 - $172.39 $1.1K - $1.21K
10.1K $1.61M
XOM
Exxon Mobil Corp

Energy
59
+ 0.33%
$99.93 - $119.04 $5.9K - $7.02K
18.2K $1.96M
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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