Advisory Services & Investments, LLC: summary

Advisory Services & Investments, LLC reported 40 positions with a reported value of $146.90M in its 13F for Q3 2024. Compared with Q2 2024: 5 new positions, 1 exited.

Top positions

• DIMENSIONAL ETF TRUST
• VANGUARD MORNINGSTAR MID-CAP ETF
• DIMENSIONAL ETF TRUST
• VANGUARD S&P 500 ETF
• DIMENSIONAL ETF TRUST
• DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
• SCHWAB U.S. LARGE-CAP GROWTH ETF
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST