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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 | $250K | 0.1% | 4,631 SH | New |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $6.0M | 3.2% | 91,353 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.1M | 0.6%Prev: 0.4% | 11,888 SH | Increased+4,596 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $351K | 0.2% | 5,469 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $9.3M | 4.9% | 99,211 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $3.4M | 1.8%Prev: 0.5% | 82,065 SH | Increased+67,272 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.9M | 1.5% | 113,922 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $867K | 0.5%Prev: 0.4% | 33,386 SH | Increased+13,683 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.5M | 0.8%Prev: 0.6% | 60,689 SH | Increased+28,793 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $402K | 0.2% | 7,581 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.6M | 0.9% | 63,680 SH | New |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $695K | 0.4% | 16,846 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $3.7M | 2.0%Prev: 2.3% | 101,157 SH | Increased+17,318 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $891K | 0.5%Prev: 0.3% | 29,498 SH | Increased+15,762 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $4.2M | 2.2%Prev: 0.8% | 155,196 SH | Increased+118,311 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $970K | 0.5%Prev: 1.0% | 35,670 SH | Decreased-13,245 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $4.5M | 2.4%Prev: 4.6% | 92,545 SH | Decreased-19,507 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $961K | 0.5%Prev: 0.4% | 20,432 SH | Increased+11,106 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $721K | 0.4%Prev: 0.4% | 19,744 SH | Increased+3,774 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $81.0M | 43.0%Prev: 46.9% | 2,534,654 SH | Increased+390,118 SH |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $277K | 0.1%Prev: 0.2% | 4,861 SH | Increased |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $1.9M | 1.0% | 64,276 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $39.3M | 20.9%Prev: 26.1% | 961,474 SH | Increased+51,228 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.2M | 0.6%Prev: 0.3% | 53,164 SH | Increased+38,049 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $871K | 0.5%Prev: 0.6% | 13,969 SH | Increased+90 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.4M | 0.7%Prev: 1.1% | 46,079 SH | Increased-6,683 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.9M | 2.6%Prev: 3.8% | 90,761 SH | Increased-8,418 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $213K | 0.1% | 3,606 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.8M | 4.2%Prev: 6.4% | 308,180 SH | Increased-14,786 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $664K | 0.4%Prev: 0.5% | 1,382 SH | Increased-148 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $4.2M | 2.3% | 29,742 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 |