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| Name: |
DELAP WEALTH ADVISORY LLC |
| City: |
LAKE OSWEGO |
| State: |
OR |
| Zip: |
97035 |
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data |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAC |
Dimensional U S Core Equity... |
5 |
- |
$32.00 |
$12,428,000 |
425,172 |
5.63% |
175,000 |
-42,498 |
0.047 |
N/A |
|
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DFAX |
Dimensional Funds plc - Wor... |
10 |
- |
$26.21 |
$5,922,000 |
242,498 |
2.68% |
459,000 |
-98 |
0.027 |
N/A |
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IEMG |
Ishares Core Msci Emerging ... |
14 |
- |
$54.68 |
$3,939,000 |
77,884 |
1.78% |
-848,000 |
-22,708 |
0.001 |
N/A |
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DFIV |
Dimensional International V... |
18 |
- |
$37.74 |
$2,936,000 |
85,437 |
1.33% |
-3,342,000 |
-107,010 |
0.009 |
N/A |
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DISV |
Dfa Dimensional Internation... |
19 |
- |
$0.00 |
$2,899,000 |
112,421 |
1.31% |
-91,000 |
-13,319 |
0.125 |
N/A |
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DFAT |
Dimensional U S Targeted Va... |
21 |
- |
$54.17 |
$2,563,000 |
48,980 |
1.16% |
298,000 |
-590 |
0.005 |
N/A |
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BSVO |
Ea Bridgeway Omni Small Cap... |
36 |
- |
$0.00 |
$791,000 |
37,618 |
0.36% |
59,000 |
-2,436 |
0.085 |
N/A |
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AZO |
Autozone Inc |
70 |
- |
$2,900.99 |
$308,000 |
119 |
0.14% |
-7,000 |
-5 |
0.001 |
Auto Parts Stores |
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DFUS |
Dimensional U S Equity Etf |
84 |
- |
$57.49 |
$234,000 |
4,508 |
0.11% |
20,000 |
-97 |
0.001 |
N/A |
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