Babb Wealth Advisors LLC Top Holdings and 13F Report (2025) About Babb Wealth Advisors LLCInvestment ActivityBabb Wealth Advisors LLC has $124.79 million in total holdings as of March 31, 2025.Babb Wealth Advisors LLC owns shares of 19 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.23% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Babb Wealth Advisors LLC has purchased 19 new stocks and bought additional shares in 9 stocks.Babb Wealth Advisors LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional World ex U.S. Core Equity 2 ETF $28,850,459Dimensional U.S. Core Equity 2 ETF $22,453,298Dimensional U.S. Targeted Value ETF $17,672,494Dimensional U.S. Equity ETF $15,413,839Dimensional Core Fixed Income ETF $13,010,138 Largest Purchases this Quarter DIMENSIONAL ETF TRUST 16,632 shares (about $843.74K)Dimensional World ex U.S. Core Equity 2 ETF 30,778 shares (about $806.38K)Dimensional Core Fixed Income ETF 17,045 shares (about $716.91K)Dimensional U.S. Targeted Value ETF 12,862 shares (about $662.26K)DIMENSIONAL ETF TRUST 8,994 shares (about $469.94K) Largest Sales this Quarter Dimensional US Sustainability Core 1 ETF 14,428 shares (about $516.67K)Glacier Bancorp 6,996 shares (about $309.36K)Dimensional Short-Duration Fixed Income ETF 2,750 shares (about $130.68K)Dimensional International Sustainability Core 1 ETF 2,248 shares (about $78.43K)Dimensional U.S. Core Equity 2 ETF 1,790 shares (about $59.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBabb Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAXDimensional World ex U.S. Core Equity 2 ETF$28,850,459$806,383 ▲2.9%1,101,16323.1%ETFDFACDimensional U.S. Core Equity 2 ETF$22,453,298$59,052 ▼-0.3%680,60918.0%ETFDFATDimensional U.S. Targeted Value ETF$17,672,494$662,264 ▲3.9%343,22214.2%ETFDFUSDimensional U.S. Equity ETF$15,413,839$128,883 ▲0.8%254,85812.4%ETFDFCFDimensional Core Fixed Income ETF$13,010,138$716,913 ▲5.8%309,32310.4%ETFDIMENSIONAL ETF TRUST$8,006,947$469,937 ▲6.2%153,2436.4%GLOBAL EX US CORDIMENSIONAL ETF TRUST$6,131,069$843,740 ▲16.0%120,8574.9%ULTRASHORT FIXEDDFSDDimensional Short-Duration Fixed Income ETF$3,928,959$130,680 ▼-3.2%82,6803.1%ETFDIMENSIONAL ETF TRUST$1,913,357$36,707 ▼-1.9%31,2231.5%WORLD EQUITY ETFGBCIGlacier Bancorp$1,873,469$309,363 ▼-14.2%42,3671.5%FinanceDFSUDimensional US Sustainability Core 1 ETF$1,662,051$516,667 ▼-23.7%46,4131.3%ETFDFSBDimensional Global Sustainability Fixed Income ETF$916,546$243,235 ▲36.1%17,7970.7%ETFDFSIDimensional International Sustainability Core 1 ETF$717,538$78,432 ▼-9.9%20,5660.6%ETFDFUVDimensional US Marketwide Value ETF$706,943$1,731 ▼-0.2%17,1550.6%ETFAAPLApple$461,091$73,517 ▲19.0%2,0760.4%Computer and TechnologyAMZNAmazon.com$337,141$83,144 ▲32.7%1,7720.3%Retail/WholesaleDFSEDimensional Emerging Markets Sustainability Core 1 ETF$311,656$7,780 ▼-2.4%9,2530.2%ETFSCHBSchwab US Broad Market ETF$213,857$58,131 ▼-21.4%9,9330.2%ETFNVDANVIDIA$205,440$16,903 ▼-7.6%1,8960.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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