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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 | $243K | 0.1%Prev: 0.2% | 4,631 SH | Increased+54 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $6.0M | 3.2%Prev: 0.7% | 93,087 SH | Increased+77,840 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.1M | 0.6%Prev: 0.7% | 11,888 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $344K | 0.2%Prev: 0.2% | 5,469 SH | Increased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $9.2M | 4.9%Prev: 0.9% | 102,571 SH | Increased+87,675 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $3.5M | 1.9%Prev: 1.2% | 83,107 SH | Increased+46,913 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.1M | 1.7% | 115,887 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $919K | 0.5%Prev: 0.4% | 33,430 SH | Increased+10,320 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.6M | 0.8%Prev: 0.7% | 60,692 SH | Increased+24,791 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $438K | 0.2% | 8,334 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.8M | 1.0% | 72,645 SH | New |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $730K | 0.4% | 17,879 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $3.6M | 1.9%Prev: 2.1% | 100,903 SH | Increased+18,382 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $863K | 0.5%Prev: 0.4% | 29,073 SH | Increased+11,875 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $4.2M | 2.2%Prev: 0.8% | 159,592 SH | Increased+117,770 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $945K | 0.5%Prev: 0.9% | 35,132 SH | Decreased-13,910 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $4.6M | 2.4%Prev: 4.3% | 95,660 SH | Decreased-18,218 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $749K | 0.4%Prev: 0.4% | 15,930 SH | Increased+5,454 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $258K | 0.1% | 5,089 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $734K | 0.4%Prev: 0.4% | 19,580 SH | Increased+1,992 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $81.0M | 43.4%Prev: 46.2% | 2,512,001 SH | Increased+361,589 SH |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $286K | 0.2%Prev: 0.2% | 4,861 SH | Increased |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $1.9M | 1.0% | 64,247 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $37.8M | 20.2%Prev: 25.1% | 961,527 SH | Increased+41,363 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $958K | 0.5%Prev: 0.4% | 43,344 SH | Increased+22,403 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $839K | 0.4%Prev: 0.6% | 13,969 SH | Increased+1 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.3M | 0.7%Prev: 1.1% | 44,926 SH | Decreased-8,840 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.7M | 2.5%Prev: 3.6% | 89,766 SH | Increased-9,143 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $216K | 0.1% | 3,624 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.8M | 4.2%Prev: 5.8% | 306,079 SH | Increased-9,153 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $698K | 0.4%Prev: 0.5% | 1,396 SH | Increased-134 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $4.4M | 2.3% | 29,425 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 |