Aquire Wealth Advisors, LLC

The portfolio is overwhelmingly dominated by fund holdings, specifically ETFs, which account for approximately 98.3% of the total portfolio value ($377.91M). This indicates a preference for diversified, systematic exposure rather than active stock picking. The top 10 holdings alone constitute roughly 86.9% of the total portfolio value, suggesting a high conviction in a specific set of core asset classes.

Key Holdings

The portfolio's structure is defined by massive allocations to Dimensional ETF Trust funds. The largest position, DFAU (Dimensional U.S. Core Equity 2 ETF), holds $155.19 million (40.35% of the portfolio). This is an exceptionally large single-position concentration, indicating that the firm utilizes DFAU as a primary engine for U.S. equity exposure, likely targeting a diversified factor tilt (such as size or value) within the U.S. market.