Lauterbach Financial Advisors, LLC Incresed Positions in Q3 2024

Lauterbach Financial Advisors, LLC

  • $157 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22K
+ 1.72%
$31.05 - $34.29 $683K - $754K
1.3M $44.6M
DFAI
Dimensional ETF Tr

ETFs
23.5K
+ 108.61%
$28.69 - $32.06 $674K - $754K
45.1K $1.43M
DFAX
Dimensional ETF Tr
1.93K
+ 0.42%
$24.29 - $27.25 $46.8K - $52.5K
465K $12.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.86K
+ 19.88%
$56.04 - $62.2 $552K - $613K
59.4K $3.7M
DFIV
Dimensional ETF Tr

ETFs
5.03K
+ 1.86%
$34.66 - $38.38 $174K - $193K
275K $10.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.72K
+ 0.64%
$38.51 - $41.69 $66.2K - $71.7K
269K $11.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
971
+ 6.53%
$113.41 - $125.62 $110K - $122K
15.8K $1.99M
AAPL
Apple Inc.

Technology
6
+ 0.06%
$207.23 - $234.82 $1.24K - $1.41K
9.82K $2.29M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.54K
+ 21.07%
$57.8 - $60.8 $147K - $154K
14.6K $881K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.75K
+ 29.16%
$28.25 - $31.7 $106K - $119K
16.6K $512K
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.07%
$160.76 - $177.82 $1.13K - $1.24K
10.1K $1.75M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.02%
$66.91 - $81.4 $66.9 - $81.4
5.78K $466K
PAYC
Paycom Software, Inc.

Technology
7
+ 0.23%
$140.16 - $173.86 $981 - $1.22K
3.03K $505K
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 0.2%
$434.77 - $502.96 $5.65K - $6.54K
6.42K $3.13M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.38%
$459.02 - $510.25 $2.3K - $2.55K
1.32K $651K
EFV
Msci Eafe Value ETF

ETFs
418
+ 6.96%
$51.72 - $57.96 $21.6K - $24.2K
6.43K $369K
XOM
Exxon Mobil Corp

Energy
49
+ 0.26%
$109.72 - $119.0 $5.38K - $5.83K
18.6K $2.18M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
494
+ 3.5%
$26.43 - $29.86 $13.1K - $14.8K
14.6K $431K
PFE
Pfizer Inc

Healthcare
286
+ 0.85%
$27.7 - $31.39 $7.92K - $8.98K
34.1K $985K
VTI
Vanguard Total Stock Market Et

ETFs
21
+ 2.45%
$255.18 - $283.2 $5.36K - $5.95K
878 $248K
AVUS
American Centy ETF Tr Avantis

ETFs
7
+ 0.23%
$86.27 - $95.15 $604 - $666
3.01K $286K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.1%
$285.48 - $330.24 $285 - $330
1.01K $323K
SCHO
Schwab Short Term Us Treasury

ETFs
28
+ 0.53%
$47.93 - $49.06 $1.34K - $1.37K
5.34K $261K
WFC
Wells Fargo & Company

Financial Services
62
+ 0.69%
$51.58 - $60.97 $3.2K - $3.78K
9.01K $508K
NVDA
Nvidia Corp

Technology
18
+ 0.09%
$98.91 - $134.91 $1.78K - $2.43K
20.8K $2.53M
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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