Institutional Fund
Aquire Wealth Advisors, LLC
Salt Lake City, UTCIK 17459455 filings on record
Portfolio Value
$380.23M
Q1 2026
Holdings
48
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.0%
from $384.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust40.6%
- Dimensional ETF Trust12.5%
- Spdr Series Trust10.1%
- Dimensional ETF Trust9.7%
- Ishares Tr3.7%
- Spdr Index Shs Fds3.3%
- Other20.1%
Portfolio Holdings
48 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.42M | $154.24M | 40.6% | +102.5K | Added |
| 2 | Dimensional ETF Trust | 1.22M | $47.52M | 12.5% | +11.8K | Added |
| 3 | Spdr Series Trust | 486.0K | $38.42M | 10.1% | −31.4K | Reduced |
| 4 | Dimensional ETF Trust | 1.09M | $37.03M | 9.7% | +12.1K | Added |
| 5 | Ishares Tr | 143.1K | $14.21M | 3.7% | −389 | Reduced |
| 6 | Spdr Index Shs Fds | 272.8K | $12.45M | 3.3% | −15.4K | Reduced |
| 7 | Ishares Tr | 103.9K | $11.03M | 2.9% | −1.5K | Reduced |
| 8 | Spdr Index Shs Fds | 202.2K | $9.49M | 2.5% | −12.4K | Reduced |
| 9 | Spdr Series Trust | 186.2K | $6.24M | 1.6% | −2.7K | Reduced |
| 10 | Spdr Series Trust | 228.1K | $5.93M | 1.6% | −7.0K | Reduced |
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