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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 | $223K | 0.2%Prev: 0.1% | 4,577 SH | Decreased-54 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $878K | 0.7%Prev: 3.8% | 15,247 SH | Decreased-80,411 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $894K | 0.7%Prev: 0.5% | 11,888 SH | Decreased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $292K | 0.2%Prev: 0.2% | 5,469 SH | Decreased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.2M | 0.9%Prev: 5.0% | 14,896 SH | Decreased-98,610 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.5M | 1.2%Prev: 2.3% | 36,194 SH | Decreased-97,317 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $563K | 0.4%Prev: 0.5% | 23,110 SH | Decreased-8,316 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $842K | 0.7%Prev: 0.8% | 35,901 SH | Decreased-23,326 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.7M | 2.1%Prev: 2.0% | 82,521 SH | Decreased-12,612 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $470K | 0.4%Prev: 0.3% | 17,198 SH | Decreased-3,472 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.0M | 0.8%Prev: 2.3% | 41,822 SH | Decreased-117,399 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.2M | 0.9%Prev: 0.4% | 49,042 SH | Increased+22,202 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $5.4M | 4.3%Prev: 3.3% | 113,878 SH | Decreased-56,117 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $486K | 0.4%Prev: 1.6% | 10,476 SH | Decreased-72,935 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $545K | 0.4%Prev: 0.1% | 17,588 SH | Increased+10,171 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $58.4M | 46.2%Prev: 38.0% | 2,150,412 SH | Decreased-289,232 SH |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $234K | 0.2% | 4,861 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $31.7M | 25.1%Prev: 19.0% | 920,164 SH | Decreased-57,779 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $451K | 0.4%Prev: 0.4% | 20,941 SH | Decreased-24,827 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $765K | 0.6%Prev: 0.3% | 13,968 SH | Decreased+2,914 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.4M | 1.1%Prev: 0.6% | 53,766 SH | Decreased+11,485 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.6M | 3.6%Prev: 2.1% | 98,909 SH | Decreased+15,087 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.3M | 5.8%Prev: 4.1% | 315,232 SH | Decreased+12,707 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $623K | 0.5%Prev: 0.3% | 1,530 SH | Decreased+126 SH |
| VANGUARD WORLD FDS | UTILITIES ETF | $2.7M | 2.1% | 18,881 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 |