QUARRY HILL ADVISORS, LLC

data from 30/09/2025

Capitalization

$ 194.936 M 13.44 %

Average holding period

9 ans

Performance

$ 53.129 M 39.83 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in QUARRY HILL ADVISORS, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AVUV AMERICAN CENTY ETF TR 18.88% 36.804 M $ 369775 2022/12/31 2.907 M $ 9.25 %
2025/09/30 DFAC DIMENSIONAL ETF TRUST 15.00% 29.241 M $ 758138 2022/12/31 1.938 M $ 7.62 %
2025/09/30 AVDV AMERICAN CENTY ETF TR 10.58% 20.625 M $ 231659 2022/12/31 2.200 M $ 12.30 %
2025/09/30 DFIC DIMENSIONAL ETF TRUST 7.15% 13.935 M $ 424964 2022/12/31 657.196 K $ 5.47 %
2025/09/30 DFSU DIMENSIONAL ETF TRUST 4.56% 8.894 M $ 209397 2022/12/31 625.446 K $ 8.20 %
2025/09/30 DFEM DIMENSIONAL ETF TRUST 3.78% 7.365 M $ 229668 2022/12/31 523.488 K $ 8.05 %
2025/09/30 AVUS AMERICAN CENTY ETF TR 3.18% 6.191 M $ 56958 2022/12/31 453.746 K $ 7.82 %
2025/09/30 FRDM EA SERIES TRUST 3.02% 5.887 M $ 132856 2022/12/31 525.812 K $ 9.68 %
2025/09/30 AVRE AMERICAN CENTY ETF TR 2.96% 5.771 M $ 129751 2022/12/31 37.120 K $ 0.72 %
2025/09/30 VTI VANGUARD INDEX FDS 2.63% 5.134 M $ 15643 2022/12/31 399.838 K $ 7.98 %
2025/09/30 BOXX EA SERIES TRUST 2.56% 4.991 M $ 43831 2024/03/31 52.605 K $ 1.05 %
2025/09/30 DFSI DIMENSIONAL ETF TRUST 2.20% 4.292 M $ 104814 2023/03/31 144.216 K $ 3.91 %
2025/09/30 DFAU DIMENSIONAL ETF TRUST 1.94% 3.774 M $ 82484 2022/12/31 284.103 K $ 8.03 %
2025/09/30 PDI PIMCO DYNAMIC INCOME FD 1.80% 3.502 M $ 176883 2022/12/31 141.645 K $ 4.38 %
2025/09/30 DISV DIMENSIONAL ETF TRUST 1.64% 3.196 M $ 89539 2022/12/31 252.298 K $ 8.45 %
2025/09/30 AVDE AMERICAN CENTY ETF TR 1.57% 3.054 M $ 38709 2022/12/31 191.189 K $ 6.61 %
2025/09/30 DFAI DIMENSIONAL ETF TRUST 1.38% 2.699 M $ 74263 2022/12/31 134.505 K $ 5.15 %
2025/09/30 QVAL EA SERIES TRUST 1.28% 2.491 M $ 53404 2022/12/31 141.517 K $ 6.00 %
2025/09/30 DFNM DIMENSIONAL ETF TRUST 1.22% 2.382 M $ 49639 2022/12/31 21.134 K $ 1.16 %
2025/09/30 DFSV DIMENSIONAL ETF TRUST 1.07% 2.084 M $ 65460 2022/12/31 159.209 K $ 8.19 %
2025/09/30 EA SERIES TRUST 1.07% 2.082 M $ 38563 2025/09/30 0.000 $ 0.00 %
2025/09/30 DFAT DIMENSIONAL ETF TRUST 0.97% 1.899 M $ 32618 2022/12/31 139.302 K $ 7.88 %
2025/09/30 AVEM AMERICAN CENTY ETF TR 0.95% 1.844 M $ 24554 2022/12/31 160.991 K $ 9.59 %
2025/09/30 DFIV DIMENSIONAL ETF TRUST 0.94% 1.833 M $ 39745 2022/12/31 131.491 K $ 7.68 %
2025/09/30 DFSD DIMENSIONAL ETF TRUST 0.88% 1.710 M $ 35480 2022/12/31 6.495 K $ 0.37 %
2025/09/30 DFSE DIMENSIONAL ETF TRUST 0.79% 1.543 M $ 37558 2023/06/30 93.311 K $ 7.96 %
2025/09/30 EMXC ISHARES INC 0.76% 1.482 M $ 21948 2022/12/31 104.237 K $ 6.92 %
2025/09/30 DFGR DIMENSIONAL ETF TRUST 0.52% 1.014 M $ 37125 2023/09/30 17.749 K $ 1.79 %
2025/09/30 IJS ISHARES TR 0.39% 761.965 K $ 6890 2022/12/31 76.479 K $ 11.16 %
2025/09/30 ITOT ISHARES TR 0.38% 742.961 K $ 5101 2025/06/30 54.121 K $ 7.86 %
2025/09/30 AVIG AMERICAN CENTY ETF TR 0.38% 739.336 K $ 17570 2022/12/31 7.994 K $ 1.11 %
2025/09/30 AAPL APPLE INC 0.34% 667.011 K $ 2620 2022/12/31 153.227 K $ 24.11 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.32% 623.544 K $ 936 2022/12/31 45.236 K $ 7.82 %
2025/09/30 DFUS DIMENSIONAL ETF TRUST 0.32% 622.477 K $ 8593 2022/12/31 46.574 K $ 8.09 %
2025/09/30 EFV ISHARES TR 0.29% 562.582 K $ 8294 2022/12/31 36.165 K $ 6.85 %
2025/09/30 VBR VANGUARD INDEX FDS 0.28% 542.855 K $ 2601 2022/12/31 35.633 K $ 7.03 %
2025/09/30 DFAE DIMENSIONAL ETF TRUST 0.26% 510.256 K $ 16183 2022/12/31 41.752 K $ 8.91 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.20% 395.315 K $ 2132 2022/12/31 63.249 K $ 21.39 %
2025/09/30 DFAS DIMENSIONAL ETF TRUST 0.20% 391.591 K $ 5720 2022/12/31 27.169 K $ 7.46 %
2025/09/30 IVAL EA SERIES TRUST 0.18% 355.066 K $ 11770 2023/06/30 26.953 K $ 8.21 %
2025/09/30 MSFT MICROSOFT CORP 0.18% 353.760 K $ 683 2025/06/30 12.673 K $ 4.13 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.18% 348.447 K $ 11970 2022/12/31 17.084 K $ 5.20 %
2025/09/30 IWM ISHARES TR 0.15% 300.756 K $ 1243 2022/12/31 30.357 K $ 12.13 %
2025/09/30 AVSU AMERICAN CENTY ETF TR 0.15% 297.508 K $ 4044 2023/12/31 20.883 K $ 7.24 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.13% 252.784 K $ 3542 2022/12/31 15.296 K $ 6.17 %
2025/09/30 VXUS VANGUARD STAR FDS 0.12% 239.920 K $ 3266 2024/03/31 14.272 K $ 6.33 %
2025/09/30 IVV ISHARES TR 0.11% 206.144 K $ 308 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPTM SPDR SERIES TRUST 0.11% 205.254 K $ 2545 2025/09/30 0.000 $ 0.00 %
2025/09/30 AGNC AGNC INVT CORP 0.05% 97.900 K $ 10000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVLV AMERICAN CENTY ETF TR 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 VO VANGUARD INDEX FDS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %