account_balance
Investment manager · 13F filer · SEC CIK 1745945
Aquire Wealth Advisors, LLC
Reported value$442Mas of Sep 30, 2026
Positions53 2 new, 2 sold out
Top 10 weight89.9%DFAU alone is 44%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
44.1%Added +3%
DFAIDimensional ETF Trust
12.8%Added +4%
DFAEDimensional ETF Trust
10.5%Added +4%
SPTMSPDR Series Trust
9.4%Trimmed −3%
SPDWSPDR Index SHS FDS
2.8%
AGGiShares Tr
2.8%
SPEMSPDR Index SHS FDS
2.2%
MUBiShares Tr
2.2%
TFLOiShares Tr
1.9%
IWV1.2%
SPIB1.2%
SPIP1.1%
DFAUDimensional ETF Trust
44.1%Added +3%
DFAIDimensional ETF Trust
12.8%Added +4%
DFAEDimensional ETF Trust
10.5%Added +4%
SPTMSPDR Series Trust
9.4%−3%
SPDW
AGG2.8%
SPEM
MUB
TFLO
IWV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dimensional ETF Trust 44.1% Added +3%
DFAI Dimensional ETF Trust 12.8% Added +4%
DFAE Dimensional ETF Trust 10.5% Added +4%
SPTM SPDR Series Trust 9.4% Trimmed −3%
SPDW SPDR Index SHS FDS 2.8% Trimmed −4%
AGG iShares Tr 2.8% Held
SPEM SPDR Index SHS FDS 2.2% Trimmed −4%
MUB iShares Tr 2.2% Held
TFLO iShares Tr 1.9% Trimmed −6%
IWV iShares Tr 1.2% Held
SPIB SPDR Series Trust 1.2% Held
SPIP SPDR Series Trust 1.1% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IWM $211K
- VXUS $208K
arrow_upwardAdded
- VOO +21%
- VONG +10%
- NVDA +6%
- DFAE +4%
arrow_downwardTrimmed
- DFAC −22%
- DFAX −11%
- SHM −10%
- VNQ −9%
remove_circleSold out
- DFSV $225K
- IJH $208K
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