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Rachor Investment Advisory Services, LLC

Portfolio Manager
Rachor Investment Advisory Services, LLC
Performance
+0.08% (2026 Q1)
AUM (13F)
$190.32M
# of Holdings
464
Performance Rank
Allocation (Top 20)
96.64%

Rachor Investment Advisory Services, LLC Holdings Map

Top 50 Rachor Investment Advisory Services, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFSD
DIMENSIONAL ETF TRUST
36.55%1.45M$69.6M
+3.22%(+45.29K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.41M shares2026-Q1: 1.45M shares
$48.07(-0.66%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
19.31%945.8K$36.8M
+1.47%(+13.69K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 932.1K shares2026-Q1: 945.8K shares
$39.08(+13.22%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
14.94%800.2K$28.4M
-5.34%(-45.11K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 845.4K shares2026-Q1: 800.2K shares
$33.63(+11.85%)
2026-03-31
DUSB
DIMENSIONAL ETF TRUST
10.23%383.9K$19.5M
+2.92%(+10.89K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 373.0K shares2026-Q1: 383.9K shares
$50.71(+0.13%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
6.62%364.6K$12.6M
-4.89%(-18.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 383.4K shares2026-Q1: 364.6K shares
$32.58(+20.89%)
2026-03-31
DFAR
DIMENSIONAL ETF TRUST
2.19%176.5K$4.2M
-0.32%(-565)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 177.0K shares2026-Q1: 176.5K shares
$23.38(+13.67%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
1.61%6.4K$3.1M
+0.58%(+37)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.3K shares2026-Q1: 6.4K shares
$493.88(+2.81%)
2026-03-31
DFAW
DIMENSIONAL ETF TRUST
1.23%31.8K$2.3M
-0.63%(-203)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 32.0K shares2026-Q1: 31.8K shares
$72.92(+13.51%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
1.23%55.3K$2.3M
+0.70%(+384)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 54.9K shares2026-Q1: 55.3K shares
$42.66(-1.10%)
2026-03-31
GOOG
ALPHABET INC
0.47%3.1K$891K
+0.13%(+4)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.1K shares2026-Q1: 3.1K shares
$278.70(+27.80%)
2026-03-31

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