Abel Hall, LLC
CIK 2013339 · Holdings on Dec 31, 2023 · First reported Feb 28, 2024
Top ten holdings
Q4 2023- DFAC19.87%
- DFIC7.26%
- DUHP5.96%
- DFSV5.84%
- DFAU5.21%
- SPY3.31%
- AAPL2.81%
- DFCF2.77%
- DISV2.69%
- MSFT2.38%
Share classes counted separately58.10%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $23.28M | 19.87% | 796.33K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $8.50M | 7.26% | 332.94K shares | Prior unavailable — | — | ↗▾ |
| 03 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $6.99M | 5.96% | 244.17K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $6.85M | 5.84% | 235.12K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $6.11M | 5.21% | 183.66K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $3.87M | 3.31% | 8.15K shares | Prior unavailable — | — | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $3.29M | 2.81% | 17.11K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $3.25M | 2.77% | 76.64K shares | Prior unavailable — | — | ↗▾ |
| 09 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $3.16M | 2.69% | 122.43K shares | Prior unavailable — | — | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $2.78M | 2.38% | 7.40K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2013339 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 28, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 117147990
}Research all 122 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.