Lauterbach Financial Advisors, LLC Sells in Q1 2025

Lauterbach Financial Advisors, LLC

  • $153 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-16K
- 1.25%
$32.42 - $36.13 $519K - $579K
1.27M $41.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.32K
- 20.58%
$468.34 - $539.52 $620K - $714K
5.11K $2.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-5.49K
- 8.57%
$59.61 - $66.71 $327K - $366K
58.6K $3.54M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.6K
- 24.69%
$190.26 - $242.06 $305K - $388K
4.89K $929K
AAPL
Apple Inc.

Technology
-553
- 5.63%
$209.68 - $247.1 $116K - $137K
9.27K $2.06M
MSFT
Microsoft Corp

Technology
-113
- 4.11%
$375.39 - $447.2 $42.4K - $50.5K
2.64K $989K
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 0.92%
$222.15 - $428.22 $2.22K - $4.28K
1.08K $279K
PFE
Pfizer Inc

Healthcare
-3.29K
- 6.85%
$25.01 - $27.13 $82.2K - $89.1K
44.7K $1.13M
AVUV
American Centy ETF Tr Avantis

ETFs
-102
- 0.77%
$84.95 - $100.62 $8.66K - $10.3K
13.2K $1.15M
DFAU
Dimensional ETF Tr

ETFs
-88
- 0.29%
$37.84 - $42.29 $3.33K - $3.72K
29.8K $1.15M
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
-7.5K
- 18.86%
$0.63 - $2.2 $4.73K - $16.5K
32.3K $20K
DFAE
Dimensional ETF Tr

ETFs
-1.8K
- 6.46%
$24.64 - $26.86 $44.4K - $48.3K
26.1K $675K
V
Visa Inc.

Financial Services
-106
- 15.1%
$306.92 - $362.71 $32.5K - $38.4K
596 $208K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-32
- 1.21%
$90.0 - $96.32 $2.88K - $3.08K
2.62K $241K
FNDC
Schwab Fundamental Intl Small

ETFs
-49
- 0.55%
$33.34 - $37.44 $1.63K - $1.83K
8.8K $318K
FNDF
Schwab Fundamental Intl Large

ETFs
-163
- 1.86%
$32.9 - $37.45 $5.36K - $6.1K
8.6K $310K
VGIT
Vanguard Intermediate Term Tre

ETFs
-4
- 0.02%
$57.44 - $59.4 $230 - $238
16.3K $970K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-366
- 0.14%
$39.96 - $43.3 $14.6K - $15.8K
262K $10.8M
XOM
Exxon Mobil Corp

Energy
-567
- 3.04%
$105.44 - $118.93 $59.8K - $67.4K
18.1K $2.15M
DFAX
Dimensional ETF Tr
-2.94K
- 0.63%
$24.45 - $27.2 $71.9K - $80K
461K $12.1M
DFIV
Dimensional ETF Tr

ETFs
-3.53K
- 1.29%
$35.33 - $40.77 $125K - $144K
270K $10.6M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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