13F filer
AdvisorNet Financial
13F Value
$2.21B
Positions
673
Top Position
IVV5.5%
Top 5
13.9%
Latest filing changes
vs Jun 30, 2026
2
DFA INVT DIMENSIONS GROUP IN — U.S. SML CP VAL Dfa Invt Dimensions Group in — U.S. Sml Cp Val
$13.0M
Holdings673
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | 5.5% | $120.6M | +4.3% | 156.0K | 5.1% | ETF | |
| 2 | JPST | 2.2% | $48.7M | +18.0% | 968.8K | 1.9% | ETF | |
| 3 | AAPL | 2.1% | $47.4M | +6.1% | 138.3K | 1.7% | Common Stock | |
| 4 | DFAU | 2.1% | $45.5M | -7.8% | 860.8K | 2.2% | ETF | |
| 5 | DFIC | 2.0% | $44.1M | +1.6% | 1.18M | 2.0% | ETF | |
| 6 | CGXU | 1.8% | $39.6M | +5.2% | 1.20M | 1.8% | ETF | |
| 7 | VUG | 1.8% | $39.5M | +11.1% | 439.2K | 1.6% | — | ETF |
| 8 | PVAL | 1.8% | $39.1M | +16.1% | 725.6K | 1.5% | ETF | |
| 9 | VEA | 1.6% | $36.3M | +4.2% | 524.0K | 1.6% | ETF | |
| 10 | IJH | 1.6% | $34.3M | +9.7% | 474.4K | 1.5% | ETF | |
| 11 | DFAC | 1.5% | $33.1M | +0.6% | 737.3K | 1.5% | ETF | |
| 12 | MSFT | 1.5% | $32.3M | -0.5% | 60.4K | 1.0% | Common Stock | |
| 13 | AGG | 1.4% | $30.6M | -5.7% | 323.0K | 1.5% | ETF | |
| 14 | VTI | 1.4% | $30.4M | -1.9% | 80.8K | 1.4% | ETF | |
| 15 | NVDA | 1.4% | $30.4M | +5.6% | 137.6K | 1.2% | Common Stock | |
| 16 | SCHD | 1.4% | $30.4M | +6.0% | 901.8K | 1.2% | ETF | |
| 17 | SHV | 1.3% | $29.3M | +31.7% | 265.8K | 1.0% | ETF | |
| 18 | DFEM | 1.3% | $27.8M | +2.2% | 716.1K | 1.3% | ETF | |
| 19 | VWO | 1.2% | $27.3M | +5.7% | 463.4K | 1.2% | ETF | |
| 20 | IDEV | 1.2% | $26.5M | +7.9% | 299.0K | 1.1% | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing1,616
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.