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CIK 0001906227 • 6 13F filings • Apr 21, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $779K | 0.5%Prev: 0.7% | 18,428 SH | Decreased-8,339 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $599K | 0.4%Prev: 0.4% | 20,166 SH | Decreased+1,619 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $4.2M | 2.7%Prev: 2.8% | 143,967 SH | Decreased+4,117 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $9.1M | 5.9%Prev: 6.6% | 213,438 SH | Decreased+2,691 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $7.2M | 4.7%Prev: 5.3% | 209,163 SH | Decreased-19,866 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $863K | 0.6%Prev: 0.5% | 29,268 SH | Increased+3,718 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $638K | 0.4%Prev: 0.4% | 21,364 SH | Decreased-433 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.5M | 1.7%Prev: 1.7% | 77,327 SH | Decreased+7,306 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.2M | 3.4%Prev: 3.2% | 122,144 SH | Decreased+2,152 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $444K | 0.3%Prev: 0.2% | 6,647 SH | Increased+1,094 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $66.7M | 43.3%Prev: 39.5% | 1,860,710 SH | Increased+161,772 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.2M | 2.1%Prev: 2.6% | 47,356 SH | Decreased-15,018 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1.5M | 1.0%Prev: 1.0% | 41,229 SH | Decreased-2,935 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $13.1M | 8.5%Prev: 7.5% | 310,126 SH | Increased+49,695 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.6M | 1.0%Prev: 1.3% | 67,867 SH | Decreased-24,643 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $5.8M | 3.8%Prev: 4.3% | 90,987 SH | Decreased-9,129 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $526K | 0.3%Prev: 0.4% | 17,881 SH | Decreased+295 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $13.7M | 8.9%Prev: 7.7% | 253,652 SH | Increased+47,430 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $10.6M | 6.9%Prev: 7.0% | 360,272 SH | Decreased+13,878 SH |
| ISHARES TR | CORE S&P MCP ETF | $200K | 0.1%Prev: 0.1% | 3,227 SH | Decreased |
| ISHARES TR | RUS 1000 ETF | $1.6M | 1.0%Prev: 0.9% | 4,641 SH | Increased+650 SH |
| ISHARES TR | RUS 1000 GRW ETF | $302K | 0.2%Prev: 0.2% | 711 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $770K | 0.5%Prev: 0.5% | 3,570 SH | Decreased-25 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $482K | 0.3%Prev: 0.3% | 18,189 SH | Decreased-515 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $782K | 0.5% | 1,381 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $417K | 0.3%Prev: 0.2% | 5,396 SH | Increased+1,426 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $980K | 0.6%Prev: 0.5% | 12,458 SH | Increased+1,825 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $226K | 0.1%Prev: 0.2% | 1,160 SH | Decreased |
| 13F-HR |
| 0001725547-26-000238 |
| $191.1M |
| View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003406 | $153.9M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000128 | $167.3M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001725547-25-001422 | $148.9M | View |