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CIK 0001612457 • 17 13F filings • May 30, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $262K | 0.1%Prev: 0.1% | 4,631 SH | Increased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $7.2M | 3.6%Prev: 3.2% | 103,573 SH | Increased+12,220 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.1M | 0.5%Prev: 0.6% | 11,888 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $357K | 0.2%Prev: 0.2% | 5,469 SH | Increased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $9.8M | 4.8%Prev: 4.9% | 111,885 SH | Increased+12,674 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $4.2M | 2.1%Prev: 1.8% | 99,198 SH | Increased+17,133 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.4M | 1.7%Prev: 1.5% | 129,346 SH | Increased+15,424 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.1M | 0.5%Prev: 0.5% | 39,832 SH | Increased+6,446 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.5M | 0.8%Prev: 0.8% | 58,827 SH | Increased-1,862 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $310K | 0.2% | 5,830 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $1.8M | 0.9%Prev: 0.2% | 33,680 SH | Increased+26,099 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.3M | 1.1%Prev: 0.9% | 86,209 SH | Increased+22,529 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $1.9M | 0.9%Prev: 0.4% | 45,172 SH | Increased+28,326 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $4.4M | 2.2%Prev: 2.0% | 110,681 SH | Increased+9,524 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $703K | 0.3%Prev: 0.5% | 22,524 SH | Decreased-6,974 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $5.0M | 2.5%Prev: 2.2% | 179,404 SH | Increased+24,208 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $828K | 0.4%Prev: 0.5% | 28,420 SH | Decreased-7,250 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $4.7M | 2.3%Prev: 2.4% | 99,081 SH | Increased+6,536 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $2.0M | 1.0%Prev: 0.5% | 42,247 SH | Increased+21,815 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $1.1M | 0.5% | 21,852 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $418K | 0.2%Prev: 0.4% | 10,882 SH | Decreased-8,862 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $83.7M | 41.4%Prev: 43.0% | 2,539,291 SH | Increased+4,637 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $294K | 0.1% | 4,861 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $2.2M | 1.1%Prev: 1.0% | 71,012 SH | Increased+6,736 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $39.5M | 19.5%Prev: 20.9% | 958,305 SH | Increased-3,169 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.0M | 0.5%Prev: 0.6% | 42,291 SH | Decreased-10,873 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $663K | 0.3%Prev: 0.5% | 11,094 SH | Decreased-2,875 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.4M | 0.7%Prev: 0.7% | 49,984 SH | Increased+3,905 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.3M | 2.1%Prev: 2.6% | 84,356 SH | Decreased-6,405 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $203K | 0.1%Prev: 0.1% | 3,317 SH | Decreased-289 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $8.5M | 4.2%Prev: 4.2% | 323,469 SH | Increased+15,289 SH |
| STONE RIDGE TR | LIFEX 2052 INFLA | $496K | 0.2% | 2,625 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $720K | 0.4%Prev: 0.4% | 1,401 SH | Increased+19 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $4.9M | 2.4%Prev: 2.3% | 28,758 SH | Increased-984 SH |
| 13F-HR |
| 0001172661-25-002445 |
| $197.2M |
| View |
| Jul 15, 2025 | Q4 2023 | 13F-HR | 0001172661-25-002588 | $160.5M | View |
| Jul 15, 2025 | Q4 2022 | 13F-HR | 0001172661-25-002584 | $112.9M | View |
| Oct 22, 2025 | Q3 2025 | 13F-HR | 0001172661-25-004352 | $232.9M | View |
| Jul 7, 2025 | Q3 2024 | 13F-HR | 0001172661-25-002474 | $199.6M | View |
| Jul 15, 2025 | Q3 2023 | 13F-HR | 0001172661-25-002587 | $130.9M | View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002642 | $259.7M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002636 | $214.8M | View |
| Jul 7, 2025 | Q2 2024 | 13F-HR | 0001172661-25-002475 | $186.6M | View |
| Jul 15, 2025 | Q2 2023 | 13F-HR | 0001172661-25-002586 | $126.4M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001742 | $249.7M | View |
| May 30, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002432 | $202.1M | View |
| Jul 15, 2025 | Q1 2024 | 13F-HR | 0001172661-25-002589 | $188.1M | View |
| Jul 15, 2025 | Q1 2023 | 13F-HR | 0001172661-25-002585 | $116.6M | View |