Ritter Daniher Financial Advisory LLC Incresed Positions in Q1 2025

Ritter Daniher Financial Advisory LLC

  • $330 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIS
Dimensional ETF Tr Dimensional

ETFs
145K
+ 90.81%
$23.92 - $26.89 $3.48M - $3.91M
305K $7.89M
AVEM
American Centy ETF Tr Avantis

ETFs
49.8K
+ 12.52%
$57.11 - $62.4 $2.84M - $3.11M
447K $26.9M
IEFA
Ishares Tr

ETFs
6.57K
+ 1.73%
$69.57 - $78.65 $457K - $516K
387K $29.3M
DGRO
Ishares Core Dividend Growth E

ETFs
22.1K
+ 3.93%
$60.46 - $64.42 $1.34M - $1.42M
585K $36.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.9K
+ 8.05%
$56.17 - $59.71 $668K - $710K
160K $9.12M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
10.2K
+ 213.5%
$20.56 - $21.51 $209K - $219K
14.9K $317K
EFG
Msci Eafe Growth ETF

ETFs
1.9K
+ 21.08%
$96.1 - $106.37 $183K - $202K
10.9K $1.09M
EFV
Msci Eafe Value ETF

ETFs
2.08K
+ 29.97%
$51.88 - $60.73 $108K - $126K
9K $530K
EFA
Ishares Tr Msci Eafe ETF

ETFs
250
+ 2.23%
$74.85 - $84.89 $18.7K - $21.2K
11.4K $935K
ISRG
Intuitive Surgical Inc

Healthcare
102
+ 26.7%
$476.63 - $610.45 $48.6K - $62.3K
484 $239K
META
Meta Platforms, Inc.

Communication Services
64
+ 13.62%
$576.36 - $736.67 $36.9K - $47.1K
534 $307K
BMY
Bristol Myers Squibb CO

Healthcare
50
+ 0.83%
$53.9 - $63.11 $2.7K - $3.16K
6.06K $369K
NVDA
Nvidia Corp

Technology
907
+ 29.43%
$106.98 - $149.43 $97K - $136K
3.99K $432K
DAL
Delta Air Lines, Inc.

Industrials
380
+ 233.13%
$43.6 - $69.06 $16.6K - $26.2K
543 $23K
NFLX
Netflix Inc

Communication Services
7
+ 3.91%
$828.4 - $1058.6 $5.8K - $7.41K
186 $173K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
28
+ 11.34%
$78.97 - $85.82 $2.21K - $2.4K
275 $22K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32
+ 38.1%
$21.23 - $23.75 $679 - $760
116 $2K
VZ
Verizon Communications Inc

Communication Services
4
+ 1.56%
$37.81 - $46.49 $151 - $186
260 $11K
Pimco ETF Tr
389K
+ 91.53%
N/A
815K $0
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 16.67%
$188.17 - $235.81 $565 - $707
21 $3K
Wisdomtree Tr
108K
+ 53.31%
N/A
311K $0
Ishares Bitcoin Trust ETF
180
+ 450.0%
N/A
220 $0
F
Ford Motor CO

Consumer Cyclical
5
+ 1.52%
$9.12 - $10.43 $45.6 - $52.2
333 $3K
AFG
American Financial Group Inc

Financial Services
4
+ 2.01%
$119.82 - $138.45 $479 - $554
203 $26K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22
+ 0.67%
$23.16 - $27.04 $510 - $595
3.32K $77K
ITOT
Ishares Core S&P Total U.S. St

ETFs
60
+ 2.38%
$120.29 - $134.6 $7.22K - $8.08K
2.58K $314K
BX
Blackstone Inc.

Financial Services
5
+ 0.86%
$136.53 - $186.74 $683 - $934
589 $82K
IWM
Ishares Russell 2000 ETF

ETFs
111
+ 3.23%
$198.1 - $229.79 $22K - $25.5K
3.55K $707K
AMZN
Amazon Com Inc

Consumer Cyclical
105
+ 0.7%
$190.26 - $242.06 $20K - $25.4K
15.2K $2.89M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.6K
+ 3.33%
$57.21 - $65.8 $894K - $1.03M
485K $28.3M
IVV
Ishares Core S&P 500 ETF

ETFs
3.32K
+ 2.46%
$554.06 - $615.85 $1.84M - $2.05M
138K $77.7M
Activity Summary
Buys All Purchases 52 New Holdings 20 Increased Positions 32 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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