Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAC) | 796,334 | +796,334 | $23,277 |
DFAC | 796,334 | +796,334 | $23,277 |
DIMENSIONAL ETF TRUST (DFIC) | 332,940 | +332,940 | $8,500 |
DFIC | 332,940 | +332,940 | $8,500 |
DIMENSIONAL ETF TRUST (DUHP) | 244,169 | +244,169 | $6,986 |
DUHP | 244,169 | +244,169 | $6,986 |
DIMENSIONAL ETF TRUST (DFSV) | 235,120 | +235,120 | $6,847 |
DFSV | 235,120 | +235,120 | $6,847 |
DIMENSIONAL ETF TRUST (DFAU) | 183,660 | +183,660 | $6,107 |
DFAU | 183,660 | +183,660 | $6,107 |
SPDR S&P 500 ETF TR (SPY) | 8,148 | +8,148 | $3,873 |
SPY | 8,148 | +8,148 | $3,873 |
APPLE INC | 17,113 | +17,113 | $3,295 |
AAPL | 17,113 | +17,113 | $3,295 |
DIMENSIONAL ETF TRUST (DFCF) | 76,639 | +76,639 | $3,250 |
DFCF | 76,639 | +76,639 | $3,250 |
DIMENSIONAL ETF TRUST (DISV) | 122,431 | +122,431 | $3,157 |
DISV | 122,431 | +122,431 | $3,157 |
MICROSOFT CORP | 7,404 | +7,404 | $2,784 |
MSFT | 7,404 | +7,404 | $2,784 |
DIMENSIONAL ETF TRUST (DIHP) | 90,784 | +90,784 | $2,330 |
DIHP | 90,784 | +90,784 | $2,330 |
DIMENSIONAL ETF TRUST (DFAT) | 38,737 | +38,737 | $2,027 |
DFAT | 38,737 | +38,737 | $2,027 |
DIMENSIONAL ETF TRUST (DFEM) | 74,754 | +74,754 | $1,866 |
DFEM | 74,754 | +74,754 | $1,866 |
ISHARES TR (QUAL) | 9,725 | +9,725 | $1,431 |
QUAL | 9,725 | +9,725 | $1,431 |
NVIDIA CORPORATION | 2,852 | +2,852 | $1,413 |
NVDA | 2,852 | +2,852 | $1,413 |
AMAZON COM INC | 9,101 | +9,101 | $1,383 |
AMZN | 9,101 | +9,101 | $1,383 |
DIMENSIONAL ETF TRUST (DFEV) | 49,740 | +49,740 | $1,253 |
DFEV | 49,740 | +49,740 | $1,253 |
EXXON MOBIL CORP | 12,120 | +12,120 | $1,212 |
XOM | 12,120 | +12,120 | $1,212 |
DIMENSIONAL ETF TRUST (DEHP) | 48,453 | +48,453 | $1,175 |
DEHP | 48,453 | +48,453 | $1,175 |
DIMENSIONAL ETF TRUST (DFAI) | 39,774 | +39,774 | $1,139 |
DFAI | 39,774 | +39,774 | $1,139 |
ISHARES TR (AGG) | 9,664 | +9,664 | $959 |
AGG | 9,664 | +9,664 | $959 |
META PLATFORMS INC | 2,359 | +2,359 | $835 |
META | 2,359 | +2,359 | $835 |
DIMENSIONAL ETF TRUST (DFGR) | 30,141 | +30,141 | $783 |
DFGR | 30,141 | +30,141 | $783 |
ALPHABET INC | 5,496 | +5,496 | $768 |
GOOGL | 5,496 | +5,496 | $768 |
ALPHABET INC | 5,126 | +5,126 | $722 |
GOOG | 5,126 | +5,126 | $722 |
BROADCOM INC | 632 | +632 | $705 |
AVGO | 632 | +632 | $705 |
BERKSHIRE HATHAWAY INC DEL | $679 | ||
BRK.B | 1,905 | +1,905 | $679 |
ABBVIE INC | 4,242 | +4,242 | $657 |
ABBV | 4,242 | +4,242 | $657 |
EATON CORP PLC | 2,542 | +2,542 | $612 |
ETN | 2,542 | +2,542 | $612 |
TESLA INC | 2,462 | +2,462 | $612 |
TSLA | 2,462 | +2,462 | $612 |
JPMORGAN CHASE & CO | 3,330 | +3,330 | $566 |
JPM | 3,330 | +3,330 | $566 |
MERCK & CO INC | 5,012 | +5,012 | $546 |
MRK | 5,012 | +5,012 | $546 |
SANOFI | 10,932 | +10,932 | $544 |
SNY | 10,932 | +10,932 | $544 |
ELI LILLY & CO | 915 | +915 | $533 |
LLY | 915 | +915 | $533 |
NOVO NORDISK A S | 5,045 | +5,045 | $522 |
NVO | 5,045 | +5,045 | $522 |
WELLS FARGO CO NEW | 10,480 | +10,480 | $516 |
WFC | 10,480 | +10,480 | $516 |
TOTALENERGIES SE | 7,572 | +7,572 | $510 |
TTE | 7,572 | +7,572 | $510 |
SCHWAB STRATEGIC TR | 18,180 | +18,180 | $493 |
FNDE | 18,180 | +18,180 | $493 |
ISHARES TR (REET) | 20,358 | +20,358 | $492 |
REET | 20,358 | +20,358 | $492 |
UNITEDHEALTH GROUP INC | 927 | +927 | $488 |
UNH | 927 | +927 | $488 |
GSK PLC | 13,049 | +13,049 | $484 |
GSK | 13,049 | +13,049 | $484 |
SOUTHERN CO | 6,458 | +6,458 | $453 |
SO | 6,458 | +6,458 | $453 |
GULF IS FABRICATION INC | 103,771 | +103,771 | $449 |
GIFI | 103,771 | +103,771 | $449 |
COCA COLA CO | 7,339 | +7,339 | $432 |
KO | 7,339 | +7,339 | $432 |
ASML HOLDING N V | 554 | +554 | $419 |
ASML | 554 | +554 | $419 |
LYONDELLBASELL INDUSTRIES N | 4,382 | +4,382 | $417 |
LYB | 4,382 | +4,382 | $417 |
CHEVRON CORP NEW | 2,753 | +2,753 | $411 |
CVX | 2,753 | +2,753 | $411 |
VISA INC | 1,579 | +1,579 | $411 |
V | 1,579 | +1,579 | $411 |
DIMENSIONAL ETF TRUST (DFAE) | 16,849 | +16,849 | $406 |
DFAE | 16,849 | +16,849 | $406 |
QUALCOMM INC | 2,788 | +2,788 | $403 |
QCOM | 2,788 | +2,788 | $403 |
See Full List: All Stocks Held By Abel Hall LLC
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Abel Hall LLC
Size ($ in 1000's)
At 12/31/2023: $117,148 At 09/30/2023: $0 Abel Hall LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Abel Hall LLC 13F filings. Link to 13F filings: SEC filings |