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CIK 0002055362 • 6 13F filings • May 1, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $9.5M | 2.5%Prev: 2.4% | 224,296 SH | Increased+15,042 SH |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $224K | 0.1%Prev: 0.1% | 5,411 SH | Increased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.9M | 2.3%Prev: 2.3% | 268,427 SH | Increased+5,030 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $5.4M | 1.4%Prev: 1.4% | 168,497 SH | Increased+4,848 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $5.4M | 1.4%Prev: 1.3% | 159,541 SH | Increased+5,008 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $20.0M | 5.2%Prev: 5.4% | 370,008 SH | Increased+10,861 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $33.2M | 8.6%Prev: 8.6% | 630,878 SH | Increased+47,567 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $638K | 0.2%Prev: 0.2% | 14,898 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $33.2M | 8.6%Prev: 8.5% | 964,157 SH | Increased+8,854 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $10.6M | 2.7%Prev: 2.7% | 333,904 SH | Increased+10,837 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $11.7M | 3.0%Prev: 2.9% | 307,502 SH | Increased+4,729 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $6.2M | 1.6%Prev: 1.6% | 128,778 SH | Increased+4,285 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $142.9M | 37.0%Prev: 37.2% | 3,609,921 SH | Increased+69,162 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $28.5M | 7.4%Prev: 7.5% | 749,316 SH | Increased+20,589 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $12.0M | 3.1%Prev: 3.2% | 524,020 SH | Increased+27,123 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $29.1M | 7.5%Prev: 7.4% | 883,949 SH | Increased+32,026 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.2M | 0.6%Prev: 0.6% | 51,674 SH | Increased-326 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.2M | 0.8%Prev: 0.9% | 97,820 SH | Increased-1,853 SH |
| ISHARES TR | CORE S&P500 ETF | $244K | 0.1%Prev: 0.1% | 356 SH | Increased |
| UNITED AIRLS HLDGS INC | COM | $417K | 0.1%Prev: 0.1% | 3,725 SH | Increased-188 SH |
| VANGUARD INDEX FDS | VALUE ETF | $490K | 0.1% | 2,566 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $345K | 0.1%Prev: 0.1% | 2,448 SH | Increased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $21.8M | 5.6%Prev: 5.5% | 363,710 SH | Increased+25,436 SH |
| WELLS FARGO CO NEW | COM | $356K | 0.1%Prev: 0.1% | 3,818 SH | Increased |
| 13F-HR |
| 0002085853-26-000825 |
| $444.4M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001114 | $344.4M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000545 | $402.3M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000570 | $319.3M | View |