Back to investors
BABB WEALTH ADVISORS LLC
BABB WEALTH ADVISORS LLC
Latest filing: 2026-06-30
BABB WEALTH ADVISORS LLC runs BABB WEALTH ADVISORS LLC and currently holds 19 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $207.49M. Their top holdings are DFAX, DFAC, DFAT, DFUS, DFCF. The top five represent 78.8% of reported portfolio weight. BABB WEALTH ADVISORS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BABB WEALTH ADVISORS LLC initiated 1 new position. They added to 9 existing positions. They trimmed 4 positions. Their current best-performing preview position is DFEM with returns of +17.63%.
Sign in to enable email alerts for this investor.
Showper page
19 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAX DIMENSIONAL ETF TRUST | 22.04% | $25.89 | $38.13 | +47.28% | Added +2.85% |
 DFAC DIMENSIONAL ETF TRUST | 18.83% | $35.76 | $45.61 | +27.54% | Added +3.94% |
 DFAT DIMENSIONAL ETF TRUST | 15.29% | $56.66 | $71.70 | +26.54% | Added +3.57% |
 DFUS DIMENSIONAL ETF TRUST | 12.42% | $65.69 | $83.66 | +27.35% | Added +3.63% |
 DFCF DIMENSIONAL ETF TRUST | 10.22% | $41.75 | $41.48 | -0.65% | Added +8.57% |
 DFGX DIMENSIONAL ETF TRUST | 6.66% | $52.62 | $52.00 | -1.19% | Added +8.91% |
 DUSB DIMENSIONAL ETF TRUST | 5.32% | $50.66 | $50.73 | +0.14% | Added +3.28% |
 DFSD DIMENSIONAL ETF TRUST | 3.24% | $47.32 | $47.31 | -0.02% | Added +6.69% |
DF DFSU DIMENSIONAL ETF TRUST | 1.42% | $39.23 | $48.23 | +22.94% | Trimmed -0.77% |
 DFAW DIMENSIONAL ETF TRUST | 1.16% | $63.52 | $85.32 | +34.32% | Added +1.31% |
Showing 1-10 of 19