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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 | $240K | 0.1%Prev: 0.1% | 4,631 SH | Increased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $6.4M | 3.3%Prev: 2.8% | 98,877 SH | Increased+26,888 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.2M | 0.6%Prev: 0.6% | 11,888 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $365K | 0.2%Prev: 0.2% | 5,469 SH | Increased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $10.3M | 5.2%Prev: 4.2% | 106,799 SH | Increased+32,412 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $3.7M | 1.9%Prev: 1.8% | 89,536 SH | Increased+22,168 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.2M | 1.6%Prev: 1.2% | 123,557 SH | Increased+46,186 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $918K | 0.5%Prev: 0.4% | 35,032 SH | Increased+7,473 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.5M | 0.8%Prev: 0.7% | 58,310 SH | Increased+9,100 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $768K | 0.4% | 14,685 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.0M | 1.0%Prev: 0.7% | 79,110 SH | Increased+35,126 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $1.2M | 0.6% | 30,150 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $3.6M | 1.8%Prev: 2.2% | 100,965 SH | Increased+311 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $633K | 0.3%Prev: 0.4% | 21,671 SH | Decreased-1,575 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $4.4M | 2.2%Prev: 1.8% | 168,984 SH | Increased+54,576 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $823K | 0.4%Prev: 0.6% | 30,961 SH | Decreased-5,406 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $4.7M | 2.4%Prev: 2.8% | 97,668 SH | Increased+6,078 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.1M | 0.6%Prev: 0.3% | 24,016 SH | Increased+13,272 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $952K | 0.5% | 18,809 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $436K | 0.2%Prev: 0.4% | 10,779 SH | Decreased-7,055 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $85.9M | 43.5%Prev: 43.4% | 2,482,241 SH | Increased+98,823 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $310K | 0.2% | 4,861 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $1.9M | 1.0%Prev: 0.9% | 64,483 SH | Increased+11,878 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $39.5M | 20.0%Prev: 21.7% | 965,883 SH | Increased+30,303 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.0M | 0.5%Prev: 0.7% | 43,605 SH | Decreased-6,373 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $723K | 0.4%Prev: 0.5% | 11,110 SH | Decreased-2,858 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.3M | 0.7%Prev: 0.8% | 43,061 SH | Increased+444 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.8M | 2.4%Prev: 3.0% | 85,370 SH | Decreased-6,814 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $207K | 0.1%Prev: 0.1% | 3,312 SH | Increased-369 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.7M | 3.9%Prev: 4.8% | 307,778 SH | Decreased-10,917 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $762K | 0.4%Prev: 0.4% | 1,414 SH | Increased+42 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $4.7M | 2.4% | 28,570 SH | New |
| 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 |