§ 13F · FUND PROFILE
Adero Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 259Turnover · — · Q1Filed · Apr 17, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED APR 17, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | 7.05M | $233.6T | 15.3% | — |
| 2 | DIHP | DIMENSIONAL ETF TRUST | 6.46M | $174.0T | 11.4% | — |
| 3 | AVUS | AMERICAN CENTY ETF TR | 1.66M | $153.3T | 10.0% | — |
| 4 | AVDE | AMERICAN CENTY ETF TR | 1.22M | $80.9T | 5.3% | — |
| 5 | DFAR | DIMENSIONAL ETF TRUST | 3.13M | $74.4T | 4.9% | — |
| 6 | AVEM | AMERICAN CENTY ETF TR | 1.01M | $60.8T | 4.0% | — |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 1.62M | $53.6T | 3.5% | — |
| 8 | NU | NU HLDGS LTD | 4.68M | $48.0T | 3.1% | — |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 788K | $47.1T | 3.1% | — |
| 10 | DASH | DOORDASH INC | 243K | $44.4T | 2.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADERO SIGNAL
AC read
Adero Partners, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed