account_balance
Investment manager · 13F filer · SEC CIK 2123735
NorthAvenue LLC
Reported value$142Mas of Sep 30, 2026
Positions271 2 new, 45 sold out
Top 10 weight80.2%DFAT alone is 22%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFATDimensional ETF Trust
21.7%
DISVDimensional ETF Trust
17.0%Added +4%
DFEVDimensional ETF Trust
16.2%
DFEMDimensional ETF Trust
4.0%
BSCRInvesco Exch TRD SLF Idx Fd
3.8%Added +4%
BSCTInvesco Exch TRD SLF Idx Fd
3.6%Added +3%
BSCWInvesco Exch TRD SLF Idx Fd
3.5%+5%
BSCVInvesco Exch TRD SLF Idx Fd
3.5%+5%
BSCQInvesco Exch TRD SLF Idx Fd
3.5%+2%
BSCSInvesco Exch TRD SLF Idx Fd
3.5%+5%
BSCUInvesco Exch TRD SLF Idx Fd
3.3%+4%
BSCXInvesco Exch TRD SLF Idx Fd
3.3%+5%
DFATDimensional ETF Trust
21.7%
DISVDimensional ETF Trust
17.0%Added +4%
DFEVDimensional ETF Trust
16.2%
DFEM4.0%
BSCR3.8%
BSCT
BSCW3.5%
BSCV3.5%
BSCQ3.5%
BSCS3.5%
BSCU3.3%
BSCX3.3%
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
DFAT Dimensional ETF Trust 21.7% Held
DISV Dimensional ETF Trust 17.0% Added +4%
DFEV Dimensional ETF Trust 16.2% Held
DFEM Dimensional ETF Trust 4.0% Held
BSCR Invesco Exch TRD SLF Idx Fd 3.8% Added +4%
BSCT Invesco Exch TRD SLF Idx Fd 3.6% Added +3%
BSCW Invesco Exch TRD SLF Idx Fd 3.5% Added +5%
BSCV Invesco Exch TRD SLF Idx Fd 3.5% Added +5%
BSCQ Invesco Exch TRD SLF Idx Fd 3.5% Added +2%
BSCS Invesco Exch TRD SLF Idx Fd 3.5% Added +5%
BSCU Invesco Exch TRD SLF Idx Fd 3.3% Added +4%
BSCX Invesco Exch TRD SLF Idx Fd 3.3% Added +5%
What changed
Biggest moves since Jun 30, 2026
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