Q1 2025 Holdings
Filed 2025-05-09 | 7965 holdings | $337.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional WLD EX US CR(DFAX) | UIE | 25434V880 | $11.6M | 444,416 | 3.5% |
| Apple Inc(AAPL) | COM | 037833100 | $11.7M | 52,848 | 3.5% |
| Dimensional U S Targeted(DFAT) | UIE | 25434V609 | $12.8M | 250,078 | 3.8% |
| Dimensional US High(DUHP) | UIE | 25434V831 | $14.4M | 434,571 | 4.3% |
| Dimensional U S Core(DFAC) | UIE | 25434V708 | $18.7M | 566,899 | 5.5% |
| Dimensional World Equity(DFAW) | UIE | 25434V617 | $19.6M | 320,374 | 5.8% |
| Dimensional US Equity(DFUS) | UIE | 25434V401 | $22.5M | 372,669 | 6.7% |
| Vanguard Growth ETF(VUG) | UIE | 922908736 | $44.9M | 120,911 | 13.3% |