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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 | US EQT ETF | $517K | 0.4% | 7,292 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $629K | 0.5% | 14,793 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $461K | 0.4% | 19,703 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $734K | 0.6% | 31,896 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.7M | 2.3% | 83,839 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $370K | 0.3% | 13,736 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $888K | 0.8% | 36,885 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.2M | 1.0% | 48,915 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $5.4M | 4.6% | 112,052 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $435K | 0.4% | 9,326 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $459K | 0.4% | 15,970 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $54.6M | 46.9% | 2,144,536 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $216K | 0.2% | 4,861 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $30.5M | 26.1% | 910,246 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $325K | 0.3% | 15,115 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $731K | 0.6% | 13,879 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.3M | 1.1% | 52,762 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.4M | 3.8% | 99,179 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.4M | 6.4% | 322,966 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $575K | 0.5% | 1,530 SH | |
| VANGUARD WORLD FDS | UTILITIES ETF | $2.7M | 2.3% | 18,038 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 |