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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 | $307K | 0.1%Prev: 0.1% | 3,186 SH | Increased |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $359K | 0.1%Prev: 0.1% | 4,631 SH | Increased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $10.1M | 3.9%Prev: 3.7% | 97,956 SH | Increased-2,775 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.5M | 0.6%Prev: 0.6% | 11,888 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $1.9M | 0.7%Prev: 0.2% | 20,357 SH | Increased+14,888 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $15.6M | 6.0%Prev: 4.6% | 124,935 SH | Increased+16,344 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $5.4M | 2.1% | 127,527 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.9M | 1.9%Prev: 1.7% | 119,479 SH | Increased-5,211 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.4M | 0.6%Prev: 0.4% | 33,979 SH | Increased+2,062 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.4M | 0.9%Prev: 0.8% | 59,834 SH | Increased+990 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $1.4M | 0.5%Prev: 0.2% | 25,120 SH | Increased+15,851 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $3.0M | 1.1%Prev: 1.2% | 102,562 SH | Increased+4,334 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $4.0M | 1.6%Prev: 0.9% | 97,595 SH | Increased+49,585 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $5.1M | 2.0%Prev: 2.0% | 94,770 SH | Increased-4,801 SH |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $4.2M | 1.6% | 78,642 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $856K | 0.3%Prev: 0.4% | 20,740 SH | Increased-1,269 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $6.0M | 2.3%Prev: 2.4% | 162,353 SH | Increased-2,334 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.1M | 0.4%Prev: 0.4% | 27,214 SH | Increased-538 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $8.5M | 3.3%Prev: 3.5% | 176,591 SH | Increased+20,207 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $4.1M | 1.6% | 85,057 SH | New |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $1.1M | 0.4% | 21,007 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $93.2M | 35.9% | 2,100,973 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $384K | 0.1%Prev: 0.2% | 7,438 SH | Decreased-3,419 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $398K | 0.2% | 4,861 SH | New |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $2.6M | 1.0% | 66,124 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $48.8M | 18.8%Prev: 18.8% | 886,806 SH | Increased-67,363 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $1.2M | 0.5% | 47,563 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.6M | 1.0%Prev: 0.3% | 54,113 SH | Increased+43,018 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.7M | 2.2%Prev: 2.1% | 81,639 SH | Increased-2,811 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $11.0M | 4.2%Prev: 4.2% | 297,632 SH | Increased-10,136 SH |
| ISHARES INC | MSCI EMRG CHN | $442K | 0.2% | 4,324 SH | New |
| ISHARES TR | MSCI EAFE ETF | $221K | 0.1% | 2,126 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $390K | 0.2% | 8,031 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% | 4,424 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $995K | 0.4%Prev: 0.4% | 1,448 SH | Increased+48 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $529K | 0.2% | 6,314 SH | New |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $308K | 0.1% | 3,138 SH | New |
| VANGUARD WORLD FD | UTILITIES ETF | $5.5M | 2.1%Prev: 2.4% | 28,323 SH | Increased-470 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 |