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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 | $238K | 0.1% | 4,631 SH | New |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $4.5M | 2.8% | 71,989 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $969K | 0.6% | 11,888 SH | New |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $316K | 0.2% | 5,469 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.7M | 4.2% | 74,387 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $2.9M | 1.8%Prev: 0.5% | 67,368 SH | Increased+53,617 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.9M | 1.2% | 77,371 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $694K | 0.4%Prev: 0.4% | 27,559 SH | Increased+10,060 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.2M | 0.7%Prev: 0.6% | 49,210 SH | Increased+19,575 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.1M | 0.7% | 43,984 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $3.5M | 2.2%Prev: 2.2% | 100,654 SH | Increased+17,984 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $666K | 0.4%Prev: 0.3% | 23,246 SH | Increased+10,883 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.9M | 1.8%Prev: 0.7% | 114,408 SH | Increased+79,562 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $938K | 0.6%Prev: 0.9% | 36,367 SH | Decreased-11,147 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $4.4M | 2.8%Prev: 4.7% | 91,590 SH | Decreased-20,462 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $505K | 0.3%Prev: 0.3% | 10,744 SH | Increased+2,604 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $593K | 0.4%Prev: 0.4% | 17,834 SH | Increased+1,882 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $69.7M | 43.4%Prev: 46.3% | 2,383,418 SH | Increased+230,470 SH |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $252K | 0.2%Prev: 0.2% | 4,861 SH | Increased |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $1.4M | 0.9% | 52,605 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $34.8M | 21.7%Prev: 27.4% | 935,580 SH | Increased+13,088 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.1M | 0.7%Prev: 0.2% | 49,978 SH | Increased+37,037 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $833K | 0.5%Prev: 0.6% | 13,968 SH | Increased+89 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.2M | 0.8%Prev: 1.0% | 42,617 SH | Increased-5,154 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.8M | 3.0%Prev: 3.9% | 92,184 SH | Increased-8,905 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $202K | 0.1% | 3,681 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.8M | 4.8%Prev: 6.5% | 318,695 SH | Increased-19,368 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $599K | 0.4%Prev: 0.5% | 1,372 SH | Increased-157 SH |
| VANGUARD WORLD FDS | UTILITIES ETF | $3.7M | 2.3%Prev: 2.4% | 26,952 SH | Increased+9,505 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 |