Approach Retirement Advisors, LLC Purchases in Q4 2025

Approach Retirement Advisors, LLC

  • $116 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
507K
New
$37.61 - $39.41 $19.1M - $20M
507K $20.1B
AFL
Aflac Inc

Financial Services
107K
New
$105.7 - $115.01 $11.3M - $12.3M
107K $11.8B
DFSD
Dimensional ETF Tr Short Durat

ETFs
136K
New
$48.17 - $48.5 $6.57M - $6.62M
136K $6.54B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
153K
New
$42.71 - $43.27 $6.53M - $6.62M
153K $6.51B
AVUS
American Centy ETF Tr Avantis

ETFs
56.3K
New
$105.96 - $111.17 $5.97M - $6.26M
56.3K $6.3B
DFIC
Dimensional ETF Tr Dimensional

ETFs
111K
New
$32.24 - $33.72 $3.58M - $3.75M
111K $3.83B
DFAI
Dimensional ETF Tr

ETFs
83.7K
New
$35.82 - $37.52 $3M - $3.14M
83.7K $3.19B
AVDE
American Centy ETF Tr Avantis

ETFs
36.4K
New
$77.65 - $81.2 $2.82M - $2.95M
36.4K $2.99B
DUHP
Dimensional ETF Tr Dimensional

ETFs
63.7K
New
$37.18 - $38.47 $2.37M - $2.45M
63.7K $2.42B
AVIG
American Centy ETF Tr Avantis

ETFs
56.9K
New
$41.84 - $42.48 $2.38M - $2.42M
56.9K $2.38B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
45K
New
$49.98 - $50.22 $2.25M - $2.26M
45K $2.22B
AVSF
American Centy ETF Tr Avantis

ETFs
45.3K
New
$46.97 - $47.33 $2.13M - $2.14M
45.3K $2.13B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.18K
New
$475.68 - $513.11 $1.99M - $2.15M
4.18K $2.1B
VUSB
Vanguard Bd Index Fds
41.9K
New
N/A
41.9K $2.09B
DFSV
Dimensional ETF Tr Dimensional

ETFs
60.9K
New
$30.55 - $32.35 $1.86M - $1.97M
60.9K $2B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
47.6K
New
$31.28 - $33.46 $1.49M - $1.59M
47.6K $1.57B
AVLV
American Centy ETF Tr Avantis
20.1K
New
$70.14 - $73.74 $1.41M - $1.48M
20.1K $1.52B
DFAE
Dimensional ETF Tr

ETFs
45.1K
New
$30.74 - $33.05 $1.39M - $1.49M
45.1K $1.47B
AVUV
American Centy ETF Tr Avantis

ETFs
14.1K
New
$95.19 - $100.66 $1.34M - $1.41M
14.1K $1.43B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.09K
New
$653.02 - $687.39 $1.36M - $1.43M
2.09K $1.42B
VIG
Vanguard Dividend Appreciation

ETFs
5.58K
New
N/A
5.58K $1.23B
DISV
Dimensional ETF Tr Dimensional

ETFs
29.2K
New
$35.06 - $36.3 $1.02M - $1.06M
29.2K $1.11B
DFIV
Dimensional ETF Tr

ETFs
21.9K
New
$45.13 - $48.25 $989K - $1.06M
21.9K $1.09B
VTV
Vanguard Value ETF

ETFs
5.63K
New
$182.87 - $189.72 $1.03M - $1.07M
5.63K $1.08B
XOM
Exxon Mobil Corp

Energy
8.88K
New
$110.64 - $119.78 $983K - $1.06M
8.88K $1.07B
AVEM
American Centy ETF Tr Avantis

ETFs
13.2K
New
$73.09 - $78.36 $961K - $1.03M
13.2K $1.01B
DIHP
Dimensional ETF Tr Dimensional

ETFs
30.1K
New
$30.11 - $31.43 $905K - $945K
30.1K $952M
AVSC
American Centy ETF Tr Avantis
14.3K
New
$55.24 - $58.86 $787K - $839K
14.3K $837M
VEA
Vanguard Ftse Developed Market

ETFs
13.1K
New
$59.18 - $62.09 $777K - $815K
13.1K $820M
DFAU
Dimensional ETF Tr

ETFs
16.7K
New
$44.77 - $47.01 $748K - $785K
16.7K $782M
Dimensional ETF Trust
22.6K
New
N/A
22.6K $775M
PG
Procter & Gamble CO

Consumer Defensive
5.22K
New
$145.5 - $153.18 $759K - $799K
5.22K $748M
Vanguard Instl Index Fd
9.83K
New
N/A
9.83K $742M
IBM
International Business Machines Corp

Technology
2.5K
New
$275.97 - $314.98 $689K - $787K
2.5K $740M
DFAR
Dimensional ETF Tr Dimensional

ETFs
32.3K
New
$23.07 - $24.16 $744K - $779K
32.3K $739M
VTI
Vanguard Total Stock Market Et

ETFs
2.11K
New
$321.8 - $337.95 $677K - $711K
2.11K $706M
DFAT
Dimensional ETF Tr U S Target

ETFs
10.8K
New
$55.75 - $58.83 $601K - $634K
10.8K $642M
VT
Vanguard Total World Stk Index

ETFs
4.4K
New
$135.16 - $141.78 $595K - $624K
4.4K $621M
VUG
Vanguard Growth ETF

ETFs
1.23K
New
$470.44 - $504.26 $580K - $622K
1.23K $601M
MSFT
Microsoft Corp

Technology
1.17K
New
$496.82 - $542.07 $581K - $634K
1.17K $566M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.8K
New
$280.66 - $305.09 $505K - $549K
1.8K $547M
QQQ
Invesco Qqq Trust, Series 1

ETFs
887
New
$589.5 - $635.77 $523K - $564K
887 $545M
KO
Coca Cola CO

Consumer Defensive
7.19K
New
$66.1 - $71.61 $475K - $515K
7.19K $503M
SO
Southern CO

Utilities
5.35K
New
$90.58 - $99.72 $484K - $533K
5.35K $466M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.55K
New
$66.04 - $69.67 $433K - $457K
6.55K $457M
DFAX
Dimensional ETF Tr
13.9K
New
$30.71 - $32.34 $428K - $451K
13.9K $457M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.41K
New
$43.57 - $45.71 $410K - $430K
9.41K $438M
AMD
Advanced Micro Devices Inc

Technology
2K
New
$164.01 - $264.33 $328K - $529K
2K $428M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.31K
New
$76.84 - $80.86 $408K - $429K
5.31K $426M
Activity Summary
Buys All Purchases 78 New Holdings 78 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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