NorthAvenue LLC - Portfolio overview

NorthAvenue LLC has 266 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Healthcare.

Largest reported holdings by portfolio allocation

1. DFAT - DIMENSIONAL ETF TRUST, 21.89%
2. DISV - DIMENSIONAL ETF TRUST, 17.08%
3. DFEV - DIMENSIONAL ETF TRUST, 15.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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