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CIK 0002114882 • 3 13F filings • May 14, 2026 – Aug 12, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Amazon.com, Inc. - Common Stock | COM | $281K | 0.3% | 1,217 SH | New |
| Apple Inc. - Common Stock | COM | $396K | 0.4% | 1,457 SH | New |
| ARK 21Shares Bitcoin ETF | SHS BEN INT | $632K | 0.7% | 21,779 SH | New |
| Bitwise Bitcoin ETF | SHS BEN INT | $984K | 1.0% | 20,689 SH | New |
| Dimensional Core Fixed Income ETF | CORE FIXED INCOM | $2.2M | 2.3% | 52,243 SH | New |
| Dimensional Emerging Core Equity Market ETF | EMGR CRE EQT MNG | $2.1M | 2.2%Prev: 1.4% | 64,560 SH | Increased+47,620 SH |
| Dimensional Emerging Markets Core Equity 2 ETF | EMERGING MKTS CO | $546K | 0.6%Prev: 0.4% | 16,493 SH | Increased+11,355 SH |
| Dimensional Emerging Markets High Profitability ETF | EMERGING MKTS HI | $1.3M | 1.3%Prev: 1.1% | 38,793 SH | Increased+27,075 SH |
| Dimensional Emerging Markets Sustainability Core 1 ETF | EMERGING MARKETS | $910K | 0.9% | 21,942 SH | New |
| Dimensional ETF U.S. Core Equity 2 ETF | US CORE EQUITY 2 | $10.6M | 11.0% | 268,016 SH | New |
| Dimensional Global Credit ETF | GLOBAL CR ETF | $1.9M | 2.0% | 35,189 SH | New |
| Dimensional Global Real Estate ETF | GLOBAL REAL EST | $296K | 0.3% | 11,196 SH | New |
| Dimensional Global Sustainability Fixed Income ETF | GLOBAL SUSTAINA | $2.2M | 2.3%Prev: 2.0% | 42,226 SH | Increased+24,476 SH |
| Dimensional Inflation-Protected Securities ETF | INFLATION PROTE | $2.7M | 2.8% | 64,223 SH | New |
| Dimensional International Core Equity Market ETF | INTL CORE EQT MK | $3.8M | 4.0%Prev: 2.3% | 100,265 SH | Increased+74,115 SH |
| Dimensional International Core Fixed Income ETF | DIMENSIONAL INTE | $1.9M | 2.0% | 36,120 SH | New |
| Dimensional International Small Cap ETF | INTL SMALL CAP E | $3.1M | 3.2%Prev: 1.9% | 93,188 SH | Increased+68,318 SH |
| Dimensional International Small Cap Value ETF | INTL SMALL CAP V | $296K | 0.3% | 7,783 SH | New |
| Dimensional International Sustainability Core 1 ETF | INTERNATIONAL | $2.1M | 2.2% | 50,082 SH | New |
| Dimensional International Value ETF | INTERNATNAL VAL | $2.5M | 2.6%Prev: 3.2% | 50,216 SH | Increased+22,499 SH |
| Dimensional National Municipal Bond ETF | NATL MUN BD ETF | $2.1M | 2.2%Prev: 1.2% | 43,150 SH | Increased+31,150 SH |
| Dimensional Short-Duration Fixed Income ETF | SHORT DURATION F | $2.9M | 3.0% | 59,497 SH | New |
| Dimensional U.S. Equity Market ETF | US EQUITY MARKET | $16.2M | 16.8% | 218,072 SH | New |
| Dimensional U.S. Small Cap ETF | US SMALL CAP ETF | $8.6M | 8.9% | 123,372 SH | New |
| Dimensional U.S. Targeted Value ETF | US TARGETED VLU | $4.7M | 4.9% | 79,665 SH | New |
| Dimensional Ultrashort Fixed Income ETF | ULTRASHORT FIXED | $1.9M | 1.9% | 36,672 SH | New |
| Dimensional US Core Equity 1 ETF | US CORE EQUITY 1 | $236K | 0.2%Prev: 0.6% | 3,200 SH | Decreased |
| Dimensional US Core Equity Market ETF | US CORE EQT MKT | $654K | 0.7% | 13,980 SH | New |
| Dimensional US High Profitability ETF | US HIGH PROFITAB | $1.4M | 1.4% | 35,780 SH | New |
| Dimensional US Real Estate ETF | US REAL ESTATE E | $1.5M | 1.5%Prev: 1.2% | 63,728 SH | Increased+42,928 SH |
| Dimensional US Small Cap Value ETF | US SMALL CAP VAL | $1.2M | 1.3%Prev: 2.9% | 37,444 SH | Decreased+1,871 SH |
| Dimensional US Sustainability Core 1 ETF | US SUSTAINABILTY | $6.7M | 6.9%Prev: 4.7% | 153,251 SH | Increased+106,014 SH |
| Dimensional World Equity ETF | WORLD EQUITY ETF | $231K | 0.2% | 3,126 SH | New |
| Dimensional World ex U.S. Core Equity 2 ETF | WORLD EX US CORE | $2.9M | 3.0% | 87,535 SH | New |
| Fidelity Wise Origin Bitcoin Fund | SHS | $471K | 0.5% | 6,183 SH | New |
| Globus Medical, Inc. Class A Common Stock | CL A | $2.0M | 2.1% | 23,058 SH | New |
| Grayscale Ethereum Staking Mini ETF Shares | SHS NEW | $522K | 0.5%Prev: 0.9% | 18,587 SH | Increased-9,413 SH |
| iShares Bitcoin Trust | SHS BEN INT | $829K | 0.9% | 16,693 SH | New |
| State Street SPDR S&P 500 ETF Trust | TR UNIT | $231K | 0.2%Prev: 0.5% | 339 SH | Increased+39 SH |
| Synopsys, Inc. - Common Stock | COM | $491K | 0.5% | 1,045 SH | New |
| 13F-HR |
| 0002114882-26-000001 |
| $97.6M |
| View |