Martin Worley Group Incresed Positions in Q1 2025

Martin Worley Group

  • $175 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
40.4K
+ 17.87%
N/A
266K $8.14B
VFMV
Vanguard Wellington Fd

ETFs
7.63K
+ 13.16%
$119.38 - $128.27 $911K - $979K
65.6K $8.32B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
21.4K
+ 31.69%
$51.26 - $52.53 $1.1M - $1.12M
88.8K $4.58B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.98K
+ 6.55%
$58.01 - $64.46 $463K - $514K
130K $8.06B
DFSU
Dimensional ETF Tr Dimen Us Su
26.5K
+ 51.33%
N/A
78.1K $2.8B
DFSI
Dimensional ETF Tr Dimen Intl
21.2K
+ 45.28%
N/A
68.1K $2.38B
J P Morgan Exchange Traded F
11.9K
+ 17.93%
N/A
78K $4.17B
DFAE
Dimensional ETF Tr

ETFs
25.2K
+ 20.81%
$24.64 - $26.86 $621K - $677K
146K $3.79B
DIHP
Dimensional ETF Tr Dimensional

ETFs
18.9K
+ 16.87%
$25.1 - $27.85 $475K - $527K
131K $3.53B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
6.91K
+ 36.29%
$69.81 - $78.9 $483K - $545K
26K $2.02B
JPIE
J P Morgan Exchange Traded Fd
13K
+ 19.6%
$45.46 - $46.18 $589K - $598K
79.1K $3.64B
DFAI
Dimensional ETF Tr

ETFs
12.7K
+ 12.42%
$28.88 - $32.4 $367K - $412K
115K $3.59B
VUG
Vanguard Growth ETF

ETFs
2.35K
+ 32.3%
$369.1 - $427.61 $867K - $1M
9.63K $3.57B
DFIV
Dimensional ETF Tr

ETFs
7.72K
+ 11.8%
$35.33 - $40.77 $273K - $315K
73.1K $2.88B
DFIS
Dimensional ETF Tr Dimensional

ETFs
16K
+ 15.7%
$23.92 - $26.89 $384K - $431K
118K $3.05B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
18.7K
+ 18.89%
$26.64 - $27.14 $499K - $509K
118K $3.16B
CORP
Pimco Investment Grade Corp Bd

ETFs
4.25K
+ 7.92%
$93.89 - $97.32 $399K - $414K
57.9K $5.6B
DFAU
Dimensional ETF Tr

ETFs
22.9K
+ 11.5%
$37.84 - $42.29 $867K - $969K
222K $8.53B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.57K
+ 0.93%
$22.91 - $25.71 $35.9K - $40.3K
170K $4.33B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.22K
+ 5.75%
$49.69 - $50.76 $408K - $417K
151K $7.55B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.08K
+ 22.35%
$96.93 - $109.51 $492K - $556K
27.8K $2.72B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.27K
+ 33.11%
$50.39 - $50.66 $316K - $318K
25.2K $1.28B
VTV
Vanguard Value ETF

ETFs
1.27K
+ 8.86%
$167.73 - $179.21 $213K - $227K
15.6K $2.69B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
711
+ 2.6%
$67.08 - $76.14 $47.7K - $54.1K
28K $2.06B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
7.89K
+ 27.71%
$37.84 - $44.02 $299K - $347K
36.4K $1.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.26K
+ 1.32%
$27.01 - $28.54 $61K - $64.5K
174K $4.86B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.45K
+ 29.31%
$49.25 - $50.66 $170K - $175K
15.2K $756M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3.78K
+ 10.02%
$47.47 - $48.84 $179K - $185K
41.5K $1.98B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
429
+ 17.28%
$507.05 - $563.67 $218K - $242K
2.91K $1.5B
DFSV
Dimensional ETF Tr Dimensional

ETFs
11.6K
+ 16.1%
$27.56 - $32.1 $319K - $372K
83.6K $2.35B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
651
+ 0.78%
$42.5 - $46.71 $27.7K - $30.4K
84K $3.8B
VBK
Vanguard Small Cap Growth ETF

ETFs
564
+ 23.38%
$247.97 - $296.33 $140K - $167K
2.98K $749M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
979
+ 5.42%
$22.46 - $23.26 $22K - $22.8K
19K $441M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.03%
$126.11 - $135.06 $757 - $810
21.5K $2.77B
VGT
Vanguard Information Technolog

ETFs
98
+ 20.72%
$542.38 - $646.34 $53.2K - $63.3K
571 $310M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
99
+ 1.04%
$47.35 - $48.24 $4.69K - $4.78K
9.58K $456M
VO
Vanguard Mid Cap ETF

ETFs
29
+ 2.35%
$251.87 - $277.95 $7.3K - $8.06K
1.26K $327M
VB
Vanguard Small Cap ETF

ETFs
32
+ 2.61%
$217.89 - $252.64 $6.97K - $8.08K
1.26K $279M
VTI
Vanguard Total Stock Market Et

ETFs
3.31K
+ 4.89%
$271.18 - $303.12 $898K - $1M
71K $19.5B
Activity Summary
Buys All Purchases 42 New Holdings 2 Increased Positions 40 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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