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Larson Financial

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204773945
SEC advisor number
801-71543
FINRA CRD number
140599
AUM ?
$1.48B (as of 23 Jul 21)
Accounts
14,891 (as of 23 Jul 21)
Employees
137 (55 investment advisory or research)
Address
Larson Financial
14567 N. OUTER 40
SUITE 300
CHESTERFIELD
MO 63017
Phone
3144382083

Investment data

Data from SEC filings
Top 50 of 868 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$71.74M 302.27K 277.18K +9.1
$27.61M 77.91K 62.49K +24.7
$25.7M 65.3K 53.68K +21.7
Dimensional Etf Trust (US EQUITY ETF)
$17.18M 364.63K NEW
$15.3M 386.86K 352.86K +9.6
$15.15M 282.43K 152.61K +85.1
$12.14M 163.64K 125.48K +30.4
$11.73M 257.71K 170.71K +51.0
$10.83M 390.84K 307.28K +27.2
$10.03M 334.31K 271.33K +23.2
$9.93M 187.37K 190.83K -1.8
$9.88M 69.35K 626 +10977.6
Dimensional Etf Trust (US TARGETED VLU)
$9.28M 207.19K NEW
$8.94M 30.86K 21.19K +45.6
$8.9M 119.23K 110.3K +8.1
$8.39M 191.04K 192.42K -0.7
$8.38M 227.64K 179.06K +27.1
$8.06M 94.02K 102.4K -8.2
$7.01M 84.71K 36.89K +129.6
$6.99M 180.86K 192.22K -5.9
$6.91M 151.32K 155.65K -2.8
$6.48M 123.54K 80.85K +52.8
Dimensional Etf Trust (US SMALL CAP ETF)
$5.18M 88.71K NEW
$4.91M 35.85K 33.42K +7.2
$3.77M 120.3K 127.08K -5.3
$3.63M 35.62K 37.44K -4.9
$3.05M 28.97K 34.05K -14.9
$3.05M 97.91K 97.92K -0.0
$3.03M 38.37K 39.41K -2.6
$2.72M 30.25K 10.85K +178.9
$2.69M 51.93K 64.36K -19.3
$2.25M 654 566 +15.5
$1.96M 8.7K 8.89K -2.2
$1.84M 6.8K 4.88K +39.5
$1.84M 27.5K 26.38K +4.2
$1.72M 4K 4.12K -2.9
$1.66M 2.44K 2.34K +4.1
Dimensional Etf Trust (US CORE EQUITY 2)
$1.52M 56.31K NEW
$1.43M 13.69K 6.16K +122.4
$1.4M 7.95K 8.51K -6.5
$1.36M 8.6K 8.95K -3.9
Vanguard Intl Equity Index F (FTSE SMCAP ETF)
$1.35M 9.92K 9.87K +0.5
$1.18M 10.23K 10.03K +2.0
Vanguard Intl Equity Index F (FTSE EMR MKT ETF)
$1.15M 21.18K 21.47K -1.3
$1.11M 23.56K 18.74K +25.7
$1.01M 7.34K 7.25K +1.3
$981K 3.53K 3.53K -0.1
$973K 4.37K 4.65K -6.0
$963K 12.04K 2.46K +389.7
$929K 2.91K 2.88K +1.3
Holdings list only includes long positions. Only includes long positions.

Calendar

19 Oct 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings