Aquire Wealth Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
879 BAXTER DRIVE SOUTH JORDAN, UT 84095
As of the latest 13F report, the guru’s equity portfolio contained 35 stocks valued at a total of $201.00Mil. The top holdings were DFAU(31.72%), DFAI(10.35%), and SPTM(9.18%).
According to GuruFocus data, these were Aquire Wealth Advisors, LLC’s top five trades of the quarter.
Dimensional US Core Equity Market ETF
During the quarter, Aquire Wealth Advisors, LLC bought 725,651 shares of ARCA:DFAU for a total holding of 2,359,661. The trade had a 9.75% impact on the equity portfolio. During the quarter, the stock traded for an average price of $27.08.
On 01/21/2023, Dimensional US Core Equity Market ETF traded for a price of $28.08 per share and a market cap of $2.97Bil. The stock has returned -8.21% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional US Core Equity Market ETF has a price-book ratio of 3.39.
SPDR Portfolio S&P 1500 Composite Stock Market ETF
Aquire Wealth Advisors, LLC reduced their investment in ARCA:SPTM by 169,819 shares. The trade had a 4.35% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.32.
On 01/21/2023, SPDR Portfolio S&P 1500 Composite Stock Market ETF traded for a price of $49.04 per share and a market cap of $5.67Bil. The stock has returned -9.27% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Portfolio S&P 1500 Composite Stock Market ETF has a price-earnings ratio of 19.58 and a price-book ratio of 3.61.
Dimensional International Core Equity Market ETF
During the quarter, Aquire Wealth Advisors, LLC bought 293,891 shares of ARCA:DFAI for a total holding of 830,859. The trade had a 3.66% impact on the equity portfolio. During the quarter, the stock traded for an average price of $23.89.
On 01/21/2023, Dimensional International Core Equity Market ETF traded for a price of $27 per share and a market cap of $2.99Bil. The stock has returned -5.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional International Core Equity Market ETF has a price-book ratio of 1.47.
Dimensional Emerging Core Equity Market ETF
During the quarter, Aquire Wealth Advisors, LLC bought 308,399 shares of ARCA:DFAE for a total holding of 697,943. The trade had a 3.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $21.15.
On 01/21/2023, Dimensional Emerging Core Equity Market ETF traded for a price of $23.98 per share and a market cap of $2.27Bil. The stock has returned -11.41% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional Emerging Core Equity Market ETF has a price-book ratio of 1.44.
Vanguard Total Stock Market ETF
Aquire Wealth Advisors, LLC reduced their investment in ARCA:VTI by 22,849 shares. The trade had a 2.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $191.88.
On 01/21/2023, Vanguard Total Stock Market ETF traded for a price of $198.71 per share and a market cap of $272.37Bil. The stock has returned -10.39% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total Stock Market ETF has a price-earnings ratio of 18.38 and a price-book ratio of 3.33.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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