Babb Wealth Advisors LLC 13F 持仓 · 2026年Q2
Babb Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 2.07 亿美元。前几大持仓：DFAX（22.04%）、DFAC（18.83%）、DFAT（15.29%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 4 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL ETF TRUST | $45.7M | 22.04% | 1.2M | 增持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $39.1M | 18.83% | 880,703 | 增持 |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $31.7M | 15.29% | 453,835 | 增持 |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $25.8M | 12.42% | 314,557 | 增持 |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $21.2M | 10.22% | 502,526 | 增持 |
| 6 | DFGX | DIMENSIONAL ETF TRUST | $13.8M | 6.66% | 257,900 | 增持 |
| 7 | DUSB | DIMENSIONAL ETF TRUST | $11.0M | 5.32% | 217,424 | 增持 |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $6.7M | 3.24% | 140,830 | 增持 |
| 9 | DFSU | DIMENSIONAL ETF TRUST | $2.9M | 1.42% | 63,176 | 减持 |
| 10 | DFAW | DIMENSIONAL ETF TRUST | $2.4M | 1.16% | 29,159 | 增持 |
| 11 | GBCI | GLACIER BANCORP INC NEW | $1.9M | 0.93% | 37,343 | 持平 |
| 12 | DFSB | DIMENSIONAL ETF TRUST | $1.5M | 0.73% | 28,869 | 增持 |
| 13 | DFSI | DIMENSIONAL ETF TRUST | $1.0M | 0.49% | 22,710 | 减持 |
| 14 | DFUV | DIMENSIONAL ETF TRUST | $815,999 | 0.39% | 14,834 | 减持 |
| 15 | DFIC | DIMENSIONAL ETF TRUST | $534,532 | 0.26% | 14,346 | 持平 |
| 16 | DFSE | DIMENSIONAL ETF TRUST | $489,188 | 0.24% | 10,008 | 减持 |
| 17 | DFEM | DIMENSIONAL ETF TRUST | $284,196 | 0.14% | 6,993 | 持平 |
| 18 | VTI | VANGUARD INDEX FDS | $242,006 | 0.12% | 654 | 持平 |
| 19 | PNW | PINNACLE WEST CAP CORP | $212,335 | 0.10% | 1,984 | 新建仓 |
| 20 | FDX | FEDEX CORP | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR