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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 | 2.4%Prev: 2.8% | 225,576 SH | Increased+11,829 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $34.6M | 8.6% | 660,407 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $228K | 0.1% | 5,382 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.4M | 2.3%Prev: 2.2% | 273,183 SH | Increased+12,653 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $5.8M | 1.4%Prev: 1.2% | 171,484 SH | Increased+13,877 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $5.8M | 1.4%Prev: 1.3% | 162,429 SH | Increased+12,904 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $22.9M | 5.7%Prev: 5.6% | 424,059 SH | Increased+87,554 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $628K | 0.2%Prev: 0.2% | 14,804 SH | Increased-226 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $34.8M | 8.7%Prev: 8.3% | 979,558 SH | Increased+22,636 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $11.0M | 2.7%Prev: 2.7% | 341,629 SH | Increased+20,276 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $12.3M | 3.1%Prev: 2.8% | 311,425 SH | Increased+5,629 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $6.4M | 1.6%Prev: 1.5% | 133,269 SH | Increased+33,555 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $146.2M | 36.3%Prev: 35.5% | 3,762,717 SH | Increased+326,735 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $28.5M | 7.1%Prev: 7.4% | 775,275 SH | Increased+65,349 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $14.1M | 3.5%Prev: 3.6% | 594,705 SH | Increased+114,938 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $31.5M | 7.8%Prev: 7.1% | 899,209 SH | Increased+93,876 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.1M | 0.5%Prev: 0.6% | 51,732 SH | Increased+625 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.1M | 0.8%Prev: 0.9% | 91,159 SH | Increased-13,080 SH |
| ISHARES TR | CORE S&P500 ETF | $211K | 0.1% | 323 SH | New |
| UNITED AIRLS HLDGS INC | COM | $222K | 0.1%Prev: 0.1% | 2,413 SH | Decreased-1,500 SH |
| VANGUARD INDEX FDS | VALUE ETF | $503K | 0.1% | 2,566 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $296K | 0.1%Prev: 0.1% | 2,142 SH | Increased-306 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $21.8M | 5.4%Prev: 6.5% | 365,624 SH | Increased+15,554 SH |
| WELLS FARGO & CO | COM | $304K | 0.1% | 3,818 SH | New |
| 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 |