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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 | |||||
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $571K | 0.5%Prev: 2.3% | 13,751 SH | Decreased-114,156 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $396K | 0.4%Prev: 0.4% | 17,499 SH | Decreased-14,585 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $650K | 0.6%Prev: 0.8% | 29,635 SH | Decreased-28,953 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.5M | 2.2%Prev: 2.0% | 82,670 SH | Decreased-16,092 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $310K | 0.3%Prev: 0.3% | 12,363 SH | Decreased-9,274 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $779K | 0.7%Prev: 2.3% | 34,846 SH | Decreased-128,877 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.1M | 0.9%Prev: 0.4% | 47,514 SH | Increased+20,324 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $5.4M | 4.7%Prev: 3.3% | 112,052 SH | Decreased-48,123 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $375K | 0.3%Prev: 1.4% | 8,140 SH | Decreased-59,986 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $431K | 0.4%Prev: 0.2% | 15,952 SH | Decreased+5,438 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $52.3M | 46.3%Prev: 40.4% | 2,152,948 SH | Decreased-284,223 SH |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $202K | 0.2% | 4,861 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $30.9M | 27.4%Prev: 18.5% | 922,492 SH | Decreased-42,388 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $274K | 0.2%Prev: 0.4% | 12,941 SH | Decreased-30,108 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $710K | 0.6%Prev: 0.3% | 13,879 SH | Decreased+2,825 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.2M | 1.0%Prev: 0.5% | 47,771 SH | Decreased+7,663 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.4M | 3.9%Prev: 2.1% | 101,089 SH | Decreased+16,656 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.3M | 6.5%Prev: 4.1% | 338,063 SH | Decreased+33,238 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $537K | 0.5%Prev: 0.4% | 1,529 SH | Decreased+130 SH |
| VANGUARD WORLD FDS | UTILITIES ETF | $2.7M | 2.4% | 17,447 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 |