Lauterbach Financial Advisors, LLC Incresed Positions in Q3 2025

Lauterbach Financial Advisors, LLC

  • $190 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
1.95K
+ 0.49%
$53.36 - $59.69 $104K - $116K
398K $23.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.5K
+ 16.69%
$67.01 - $72.84 $972K - $1.06M
101K $7.35M
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.05%
$282.78 - $316.06 $4.24K - $4.74K
28.6K $9.03M
NVDA
Nvidia Corp

Technology
1
+ 0.0%
$153.3 - $186.58 $153 - $187
21K $3.92M
DFAI
Dimensional ETF Tr

ETFs
9.34K
+ 14.52%
$34.05 - $36.55 $318K - $341K
73.7K $2.68M
AVUV
American Centy ETF Tr Avantis

ETFs
2.26K
+ 9.51%
$90.37 - $102.12 $204K - $231K
26K $2.59M
AVDV
American Centy ETF Tr Avantis

ETFs
1.23K
+ 3.95%
$79.24 - $89.03 $97.7K - $110K
32.4K $2.89M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.47K
+ 37.3%
$58.97 - $60.36 $381K - $390K
23.8K $1.43M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.26K
+ 3.89%
$74.68 - $80.26 $94.4K - $101K
33.8K $2.71M
GS
Goldman Sachs Group Inc

Financial Services
109
+ 8.16%
$696.56 - $806.32 $75.9K - $87.9K
1.45K $1.15M
DFAE
Dimensional ETF Tr

ETFs
2.27K
+ 7.63%
$28.84 - $31.84 $65.5K - $72.3K
32K $1.01M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.2K
+ 17.54%
$29.55 - $32.52 $94.5K - $104K
21.4K $687K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
171
+ 32.45%
$567.77 - $614.76 $97.1K - $105K
698 $427K
GE
General Electric CO

Industrials
1
+ 0.04%
$244.75 - $305.63 $245 - $306
2.64K $794K
XOM
Exxon Mobil Corp

Energy
56
+ 0.31%
$105.83 - $117.22 $5.93K - $6.56K
18.2K $2.05M
SCHO
Schwab Short Term Us Treasury

ETFs
3.38K
+ 30.98%
$24.23 - $24.42 $81.8K - $82.5K
14.3K $348K
AVEM
American Centy ETF Tr Avantis

ETFs
509
+ 8.82%
$68.33 - $75.41 $34.8K - $38.4K
6.28K $471K
PFE
Pfizer Inc

Healthcare
535
+ 1.18%
$23.29 - $25.88 $12.5K - $13.8K
45.7K $1.17M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.26K
+ 10.78%
$29.2 - $32.74 $36.8K - $41.3K
13K $412K
SPY
Spdr S&P 500 ETF Trust

ETFs
68
+ 15.08%
$617.65 - $666.84 $42K - $45.3K
519 $345K
WFC
Wells Fargo & Company

Financial Services
347
+ 4.25%
$77.05 - $85.16 $26.7K - $29.6K
8.51K $712K
DUHP
Dimensional ETF Tr Dimensional

ETFs
420
+ 3.57%
$35.76 - $37.93 $15K - $15.9K
12.2K $460K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.1%
$362.31 - $405.74 $362 - $406
1.01K $405K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.09%
$351.04 - $379.81 $351 - $380
1.1K $415K
DIHP
Dimensional ETF Tr Dimensional

ETFs
115
+ 1.02%
$28.69 - $30.59 $3.3K - $3.52K
11.4K $345K
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 1.23%
$211.65 - $238.24 $12.7K - $14.3K
4.95K $1.09M
VEA
Vanguard Ftse Developed Market

ETFs
20
+ 0.49%
$56.02 - $60.3 $1.12K - $1.21K
4.11K $246K
IEMG
Ishares Inc

ETFs
170
+ 0.71%
N/A
24.1K $1.29M
SHV
Ishares Tr

ETFs
20
+ 1.06%
$110.06 - $110.49 $2.2K - $2.21K
1.91K $210K
STRV
Ea Ser Tr Strive 500 ETF
20
+ 0.27%
N/A
7.39K $0
IP
International Paper CO

Consumer Cyclical
37
+ 0.85%
$45.32 - $55.68 $1.68K - $2.06K
4.39K $203K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.08%
$150.47 - $161.22 $1.2K - $1.29K
10.1K $1.56M
PAYC
Paycom Software, Inc.

Technology
5
+ 0.16%
$208.14 - $238.8 $1.04K - $1.19K
3.05K $635K
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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