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CIK: 0002054920
Total reported value
$138.3M
$138.3M
66 檔
22.8%
According to the latest 13F quarterly dataset, First Financial Group Corp managed an equity portfolio of $138.3M at the end of Q1 2025, spanning 66 distinct U.S. exchange-listed positions.
First Financial Group Corp executed strategic sector rebalancing during Q1 2025, establishing 5 new positions while fully exiting 5 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 10.93% | +0.11% | +0.69% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.19% | -0.58% | -1.83% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.24% | -0.10% | -4.60% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-Other | 5.94% | -0.60% | -0.65% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.44% | +0.42% | +4.18% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.34% | +0.25% | +3.58% | |
| 7 | LH | Labcorp Holdings Inc | Stock-Healthcare | 4.03% | -0.22% | -1.41% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 4.00% | -0.10% | +6.23% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.55% | +1.97% | +5.21% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.54% | -0.08% | +4.23% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.16% | +0.03% | +6.78% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.03% | -0.48% | +6.93% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-Other | 3.02% | -0.21% | +15.74% | |
| 14 | FTSL | First Trust Senior Loan ETF | ETF-Other | 2.61% | -0.25% | +5.39% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.45% | -0.08% | -3.30% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.19% | +0.11% | +2.86% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | — | -3.29% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.74% | +0.21% | -0.82% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.06% | -9.70% | |
| 20 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.48% | +0.01% | +7.16% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | -0.07% | — | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.30% | +0.03% | — | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.13% | -0.08% | +11.05% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.10% | +0.12% | +0.75% | |
| 25 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.01% | -0.14% | -2.94% | |
| 26 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.83% | -0.02% | +0.90% | |
| 27 | DUK | Duke Energy CORP | Stock-Utilities | 0.77% | -0.06% | +4.65% | |
| 28 | TFC | Truist Financial CORP | Stock-Financials | 0.67% | -0.02% | -1.33% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.66% | -0.12% | +10.20% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | +0.01% | -25.53% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.57% | +0.01% | -2.00% | |
| 32 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.55% | -0.07% | -0.89% | |
| 33 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.55% | +0.06% | +4.06% | |
| 34 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 0.54% | -0.10% | +47.89% | |
| 35 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 0.47% | -0.03% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.02% | -3.15% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | — | -7.41% | |
| 38 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.40% | -0.02% | +22.90% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.03% | -17.52% | |
| 40 | GE | General Electric | Stock-Industrials | 0.39% | +0.06% | — | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.01% | -2.02% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.11% | -18.14% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | -0.01% | — | |
| 44 | DFAT | Dimensional US Target Value | ETF-Other | 0.37% | — | — | |
| 45 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.36% | +0.07% | -1.68% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.34% | -0.04% | -2.09% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | -0.20% | EXIT | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | — | +1.98% | |
| 49 | DFIC | Dimensional International Co | ETF-Other | 0.33% | +0.06% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.29% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +0.6% | +6.23% | Add |
| 2 | FIXD | First Trust Smith Opportunis | +0.5% | +15.74% | Add |
| 3 | DFAX | Dimensional World Ex US Core | +0.4% | +4.23% | Add |
| 4 | DFLV | Dim US Large Cap Value ETF | +0.3% | +6.78% | Add |
| 5 | DUSB | Dimension Ultrashort Fi ETF | +0.3% | NEW | New buy |
| 6 | DFCF | Dimensional Core Fixed Inc | +0.3% | +5.21% | Add |
| 7 | ABBV | Abbvie Inc | +0.3% | NEW | New buy |
| 8 | USFR | Wisdomtree Floating Rate Tre | +0.3% | +6.93% | Add |
| 9 | DFVX | Dim US Large Cap Vector ETF | +0.2% | NEW | New buy |
| 10 | DFEV | Dimensional Emrg Mrkt Val | +0.2% | NEW | New buy |
| 11 | VNQ | Vanguard Real Estate ETF | +0.2% | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | — | Unchanged |
| 13 | DCRE | Dbl Comm Real Est Debt | +0.2% | +47.89% | Add |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +11.05% | Add |
| 15 | DFAR | Dimensional US Real Est ETF | +0.2% | +7.16% | Add |
| 16 | FTSL | First Trust Senior Loan ETF | +0.2% | +5.39% | Add |
| 17 | DFAE | Dimensional Emerging Core Eq | +0.2% | +2.86% | Add |
| 18 | DUK | Duke Energy CORP | +0.1% | +4.65% | Add |
| 19 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +22.90% | Add |
| 20 | DFAC | Dimensional US Core Equity 2 | +0.1% | +4.18% | Add |
| 21 | SCHO | Schwab Short-term US Treas | +0.1% | +10.20% | Add |
| 22 | GE | General Electric | +0.1% | — | Unchanged |
| 23 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 24 | DFEM | Dimensional Emrg Mrkt Core | 0% | +4.06% | Add |
| 25 | FTSM | First Trust Enh Short Mat Fd | — | -2.94% | Trim |
| 26 | QUAL | Ishares Msci USA Quality Fac | 0% | -2.00% | Trim |
| 27 | SMOT | Vaneck Morningstar Smid Moat | 0% | +0.90% | Add |
| 28 | DFAT | Dimensional US Target Value | 0% | — | Unchanged |
| 29 | WMT | Walmart Inc | 0% | -6.30% | Trim |
| 30 | AIQ | Global X Art Intel & Tech | 0% | -1.68% | Trim |
| 31 | TFC | Truist Financial CORP | 0% | -1.33% | Trim |
| 32 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | Unchanged |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | 0% | -17.13% | Trim |
| 34 | DIS | Walt Disney Co/the | 0% | -1.17% | Trim |
| 35 | MA | Mastercard Inc - A | -0.1% | -17.52% | Trim |
| 36 | DFAS | Dimensional US Small Cap ETF | -0.1% | +3.58% | Add |
| 37 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.82% | Trim |
| 38 | MOAT | Vaneck Morningstar Wide Moat | -0.2% | -3.30% | Trim |
| 39 | GOOGL | Alphabet Inc-cl A | -0.2% | -18.14% | Trim |
| 40 | AXON | Axon Enterprise Inc | -0.2% | EXIT | Sold out |
| 41 | META | Meta Platforms Inc-class A | -0.2% | EXIT | Sold out |
| 42 | DFAU | Dimensional US Core Equity M | -0.2% | +0.69% | Add |
| 43 | SOXX | Ishares Semiconductor ETF | -0.2% | EXIT | Sold out |
| 44 | AMZN | Amazon.com Inc | -0.3% | -3.29% | Trim |
| 45 | FTRE | Fortrea Holdings Inc | -0.3% | EXIT | Sold out |
| 46 | CRM | Salesforce Inc | -0.3% | EXIT | Sold out |
| 47 | NVDA | Nvidia CORP | -0.5% | -9.70% | Trim |
| 48 | TSLA | Tesla Inc | -0.6% | -25.53% | Trim |
| 49 | MSFT | Microsoft CORP | -0.8% | -1.83% | Trim |
| 50 | AAPL | Apple Inc | -1% | -4.60% | Trim |
According to official SEC Form 13F filings, First Financial Group Corp reported a total U.S. public equity portfolio value of $138.3M across 66 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, MSFT, AAPL) accounted for 22.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
DUSB
市值: $275.7K
Top Position Liquidated / Trimmed
CRM
前期市值: $302.6K
During Q1 2025, First Financial Group Corp's top holdings by market value included DFAU (10.9%)、MSFT (7.2%)、AAPL (6.2%). The largest single position, DFAU, represented 10.9% of total portfolio value.
In Q1 2025, First Financial Group Corp made 45 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 16 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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