Vawter Financial, Ltd. Reduced Holdings in Q1 2025

Vawter Financial, Ltd.

  • $178 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.15K
- 1.35%
$50.44 - $58.1 $109K - $125K
158K $8.11B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-13.5K
- 25.58%
$50.72 - $50.92 $685K - $688K
39.3K $2B
CGGR
Capital Group Growth ETF Shs C

ETFs
-153
- 0.1%
$33.98 - $39.84 $5.2K - $6.1K
149K $5.11B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-300
- 6.1%
$254.58 - $302.92 $76.4K - $90.9K
4.62K $1.18B
IWN
Ishares Russell2000 Val ETF

ETFs
-346
- 2.96%
$149.27 - $169.4 $51.6K - $58.6K
11.3K $1.71B
VBR
Vanguard Small Cap Value ETF

ETFs
-208
- 1.48%
$183.02 - $207.75 $38.1K - $43.2K
13.8K $2.58B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-209
- 11.79%
$360.07 - $417.26 $75.3K - $87.2K
1.56K $564M
AMZN
Amazon Com Inc

Consumer Cyclical
-74
- 2.83%
$190.26 - $242.06 $14.1K - $17.9K
2.54K $483M
MSFT
Microsoft Corp

Technology
-70
- 6.9%
$375.39 - $447.2 $26.3K - $31.3K
944 $354M
DFAI
Dimensional ETF Tr

ETFs
-2.27K
- 19.07%
$28.88 - $32.4 $65.6K - $73.6K
9.64K $301M
IWD
Ishares Russell 1000 Val ETF

ETFs
-239
- 4.04%
$182.82 - $196.21 $43.7K - $46.9K
5.67K $1.07B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-72
- 1.26%
$67.03 - $74.61 $4.83K - $5.37K
5.63K $383M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.12K
- 5.35%
$25.77 - $27.6 $28.9K - $31K
19.8K $528M
PG
Procter & Gamble CO

Consumer Defensive
-66
- 4.71%
$158.56 - $176.26 $10.5K - $11.6K
1.34K $228M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-90
- 1.36%
$49.78 - $53.19 $4.48K - $4.79K
6.51K $333M
TIP
Ishares Tr Tips Bd ETF

ETFs
-125
- 6.12%
$106.22 - $111.09 $13.3K - $13.9K
1.92K $213M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-141
- 3.11%
$74.85 - $84.89 $10.6K - $12K
4.39K $359M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-189
- 1.01%
$33.57 - $37.22 $6.34K - $7.03K
18.4K $662M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-148
- 0.46%
$25.81 - $28.52 $3.82K - $4.22K
31.7K $874M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-84
- 0.23%
$110.75 - $119.78 $9.3K - $10.1K
35.8K $4.13B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-187
- 0.91%
$22.91 - $25.71 $4.28K - $4.81K
20.4K $517M
JNJ
Johnson & Johnson

Healthcare
-145
- 4.41%
$142.06 - $167.7 $20.6K - $24.3K
3.14K $521M
RODM
Hartford Multifactor Developed

ETFs
-6.15K
- 3.62%
$28.07 - $31.56 $173K - $194K
164K $5.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-97
- 1.94%
$442.66 - $534.52 $42.9K - $51.8K
4.91K $2.61B
Activity Summary
Buys All Purchases 56 New Holdings 10 Increased Positions 46 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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