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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 | AVANTIS EMGMKT | $257K | 0.1% | 3,186 SH | New |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $347K | 0.1%Prev: 0.1% | 4,631 SH | Increased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $9.6M | 3.8%Prev: 3.6% | 95,658 SH | Increased-7,915 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.3M | 0.5%Prev: 0.5% | 11,888 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $441K | 0.2%Prev: 0.2% | 5,469 SH | Increased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $12.5M | 5.0%Prev: 4.8% | 113,506 SH | Increased+1,621 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $5.6M | 2.3%Prev: 2.1% | 133,511 SH | Increased+34,313 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $4.0M | 1.6% | 76,907 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.1M | 1.7%Prev: 1.7% | 119,559 SH | Increased-9,787 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.1M | 0.5%Prev: 0.5% | 31,426 SH | Increased-8,406 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.0M | 0.8%Prev: 0.8% | 59,227 SH | Increased+400 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $1.3M | 0.5%Prev: 0.2% | 24,290 SH | Increased+18,460 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.7M | 1.1%Prev: 1.1% | 102,956 SH | Increased+16,747 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $3.9M | 1.6%Prev: 0.9% | 94,247 SH | Increased+49,075 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $5.0M | 2.0%Prev: 2.2% | 95,133 SH | Increased-15,548 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $805K | 0.3%Prev: 0.3% | 20,670 SH | Increased-1,854 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $5.7M | 2.3%Prev: 2.5% | 159,221 SH | Increased-20,183 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.1M | 0.4%Prev: 0.4% | 26,840 SH | Increased-1,580 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $8.1M | 3.3%Prev: 2.3% | 169,995 SH | Increased+70,914 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $4.0M | 1.6%Prev: 1.0% | 83,411 SH | Increased+41,164 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $1.1M | 0.5%Prev: 0.5% | 22,304 SH | Increased+452 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $335K | 0.1%Prev: 0.2% | 7,417 SH | Decreased-3,465 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $94.8M | 38.0%Prev: 41.4% | 2,439,644 SH | Increased-99,647 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $345K | 0.1%Prev: 0.1% | 4,861 SH | Increased |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $2.4M | 1.0%Prev: 1.1% | 66,575 SH | Increased-4,437 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $47.4M | 19.0%Prev: 19.5% | 977,943 SH | Increased+19,638 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.1M | 0.4%Prev: 0.5% | 45,768 SH | Increased+3,477 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $786K | 0.3%Prev: 0.3% | 11,054 SH | Increased-40 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.5M | 0.6%Prev: 0.7% | 42,281 SH | Increased-7,703 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.2M | 2.1%Prev: 2.1% | 83,822 SH | Increased-534 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $10.3M | 4.1%Prev: 4.2% | 302,525 SH | Increased-20,944 SH |
| ISHARES INC | MSCI EMRG CHN | $338K | 0.1% | 4,300 SH | New |
| ISHARES TR | MSCI EAFE ETF | $203K | 0.1% | 2,093 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $370K | 0.1% | 7,985 SH | New |
| STONE RIDGE TR | LIFEX 2055 INFLA | $1.0M | 0.4% | 4,305 SH | New |
| STONE RIDGE TR | LIFEX 2065 INF | $1.2M | 0.5% | 4,402 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $839K | 0.3%Prev: 0.4% | 1,404 SH | Increased+3 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $472K | 0.2% | 6,284 SH | New |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $292K | 0.1% | 3,098 SH | New |
| VANGUARD WORLD FD | UTILITIES ETF | $5.7M | 2.3%Prev: 2.4% | 28,601 SH | Increased-157 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 |