Aquire Wealth Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Aquire Wealth Advisors, LLC reported 46 stock positions worth $318.6 million. Its top holding was Dimensional US Core Equity M (DFAU) at 43.5% of the portfolio, followed by Dimensional International (DFAI, 12.0%) and Dimensional Emerging Core Eq (DFAE, 9.7%). Compared with Q2 2024, it opened 4 new positions, sold out of 1, added to 22 and reduced 16. The biggest buy was Dimensional US Core Equity M (DFAU, shares +4%) and the biggest sale iShares Treasury Floating Ra (TFLO, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- Salt Lake City, UT
- CIK
- 0001745945
- Portfolio Value
- $318.6M (Q3 2024)
- SEC Filing
- 0001172661-24-004452 ↗ filed Nov 4, 2024
Holdings Value
Holdings 46 stocks · $318.6M
| DFAU Dimensional US Core Equity M | 43.55% | 3,495,227 | $138.7M | Add +3.7% |
| DFAI Dimensional International Co. | 11.99% | 1,202,117 | $38.2M | Add +4.1% |
| DFAE Dimensional Emerging Core Eq | 9.72% | 1,129,702 | $31.0M | Add +6.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 7.13% | 324,170 | $22.7M | Reduce -1.6% |
| AGG iShares Core U.S. Aggregate | 3.63% | 114,195 | $11.6M | Add +4.8% |
| MUB iShares National Muni Bond E | 2.67% | 78,431 | $8.5M | Reduce -0.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.08% | 176,076 | $6.6M | Reduce -2.1% |
| SPIB SS SPDR P Int C Corp. ETF | 1.78% | 168,211 | $5.7M | Add +1.8% |
| SPIP SS SPDR P Tips ETF | 1.68% | 203,322 | $5.3M | Add +1.9% |
| IWV iShares Russell 3000 ETF | 1.49% | 14,504 | $4.7M | Reduce -3.4% |
| SHM SS SPDR N Ice St Muni ETF | 1.35% | 89,585 | $4.3M | Reduce -1.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 1.34% | 91,331 | $4.3M | Reduce -10.8% |
| SPEM State Street SP PTF Em ETF | 1.32% | 101,891 | $4.2M | Reduce -2.1% |
| SPAB SS SPDR P Agg Bond ETF | 1.14% | 138,904 | $3.6M | Reduce -2.7% |
| BSV Vanguard Short-Term Bond ETF | 1.04% | 41,995 | $3.3M | Reduce -0.0% |
| VNQ Vanguard Real Estate ETF | 0.75% | 24,650 | $2.4M | Reduce -1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.74% | 8,270 | $2.3M | Add +3.0% |
| VEA Vanguard Ftse Developed ETF | 0.72% | 43,287 | $2.3M | Reduce -2.0% |
| DFAC Dimensional US Core Equity 2 | 0.62% | 57,169 | $2.0M | Add +2.0% |
| ITM Vaneck Intermediate Muni ETF | 0.60% | 40,950 | $1.9M | Reduce -0.2% |
| DFAX Dimensional World Ex US Core | 0.58% | 68,768 | $1.9M | Add +0.6% |
| AAPL Apple Inc. | 0.41% | 5,660 | $1.3M | Add +1.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.38% | 12,069 | $1.2M | Add +1.0% |
| LQDH iShares Int Hedg Corp. BD ETF | 0.38% | 13,087 | $1.2M | Add +3.0% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 18,231 | $872K | Add +0.6% |
| AMZN Amazon.com Inc. | 0.23% | 3,889 | $725K | Add +9.5% |
| NVDA Nvidia Corp. | 0.20% | 5,352 | $650K | Add +3.5% |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,202 | $634K | Add +0.4% |
| SCHB Schwab US Broad Market ETF | 0.19% | 8,981 | $597K | No change |
| TSLA Tesla Inc. | 0.18% | 2,222 | $581K | Reduce -6.7% |
| RWO State Street SPDR Dow Jones | 0.18% | 11,964 | $569K | Reduce -13.6% |
| TFLO iShares Treasury Floating Ra | 0.16% | 10,284 | $520K | Reduce -89.6% |
| LLY Eli Lilly & Co. | 0.16% | 585 | $518K | New |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 5,297 | $418K | Add +4.1% |
| GLD SPDR Gold Shares | 0.11% | 1,500 | $365K | Reduce -0.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.11% | 3,047 | $344K | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,996 | $331K | Add +1.0% |
| MSFT Microsoft Corp. | 0.10% | 716 | $308K | Add +3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 505 | $290K | New |
| AOR iShares Core 60/40 Balanced | 0.08% | 4,423 | $262K | Add +4.1% |
| MDY State Street SPDR S&P Midcap | 0.08% | 444 | $253K | No change |
| META Meta Platforms Inc. Class A | 0.07% | 417 | $239K | New |
| USDX Sgi Enhanced Core ETF | 0.06% | 7,950 | $207K | Add +0.9% |
| VGT Vanguard Info Tech ETF | 0.06% | 348 | $204K | New |
| XMUIX BlackRock Municipal Income | 0.06% | 14,871 | $187K | No change |
| SBI Western Asset Intermediate | 0.05% | 19,660 | $161K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| TFLO iShares Treasury Floating Ra | Reduce -89.6% | 0.16% | −1.52 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -10.8% | 1.34% | −0.23 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.6% | 7.13% | −0.21 |
| MUB iShares National Muni Bond E | Reduce -0.0% | 2.67% | −0.13 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -1.9% | 1.35% | −0.09 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.07 |
| IWV iShares Russell 3000 ETF | Reduce -3.4% | 1.49% | −0.07 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -2.7% | 1.14% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.0% | 1.04% | −0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.1% | 2.08% | −0.04 |
| ITM Vaneck Intermediate Muni ETF | Reduce -0.2% | 0.60% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.0% | 0.72% | −0.02 |
| RWO State Street SPDR Dow Jones | Reduce -13.6% | 0.18% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -2.1% | 1.32% | +0.00 |
| GLD SPDR Gold Shares | Reduce -0.3% | 0.11% | +0.01 |
| TSLA Tesla Inc. | Reduce -6.7% | 0.18% | +0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -1.8% | 0.75% | +0.05 |
Portfolio Buys Q2 2024 → Q3 2024
| DFAU Dimensional US Core Equity M | Add +3.7% | 43.55% | +1.12 |
| DFAI Dimensional International Co. | Add +4.1% | 11.99% | +0.49 |
| DFAE Dimensional Emerging Core Eq | Add +6.1% | 9.72% | +0.47 |
| LLY Eli Lilly & Co. | New | 0.16% | +0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.09% | +0.09 |
| AGG iShares Core U.S. Aggregate | Add +4.8% | 3.63% | +0.08 |
| META Meta Platforms Inc. Class A | New | 0.07% | +0.07 |
| VGT Vanguard Info Tech ETF | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +1.7% | 0.41% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.0% | 0.74% | +0.01 |
| DFAC Dimensional US Core Equity 2 | Add +2.0% | 0.62% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.6% | 0.27% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +4.1% | 0.13% | +0.00 |
| AOR iShares Core 60/40 Balanced | Add +4.1% | 0.08% | +0.00 |
| DFAX Dimensional World Ex US Core | Add +0.6% | 0.58% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.6% | 0.11% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 0.20% | −0.00 |
| USDX Sgi Enhanced Core ETF | Add +0.9% | 0.06% | −0.00 |
| AMZN Amazon.com Inc. | Add +9.5% | 0.23% | −0.00 |
| MSFT Microsoft Corp. | Add +3.5% | 0.10% | −0.01 |
| NVDA Nvidia Corp. | Add +3.5% | 0.20% | −0.01 |
| LQDH iShares Int Hedg Corp. BD ETF | Add +3.0% | 0.38% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +1.0% | 0.38% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 0.10% | −0.02 |
| SPIP SS SPDR P Tips ETF | Add +1.9% | 1.68% | −0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Add +1.8% | 1.78% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $436.0M | DFAU, DFAI, DFAE, SPTM, SPDW |
| Q1 2026 | 48 | $380.2M | DFAU, DFAI, SPTM, DFAE, AGG |
| Q4 2025 | 48 | $384.3M | DFAU, DFAI, SPTM, DFAE, AGG |
| Q3 2025 | 49 | $406.0M | DFAU, DFAI, SPTM, DFAE, AGG |
| Q2 2025 | 46 | $372.1M | DFAU, SPTM, DFAI, DFAE, AGG |
| Q1 2025 | 48 | $324.9M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q4 2024 | 50 | $322.9M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q3 2024 | 46 | $318.6M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q2 2024 | 43 | $297.7M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q1 2024 | 46 | $286.1M | DFAU, DFAI, DFAE, SPTM, AGG |