Q1 2025 Holdings
Filed 2025-04-16 | 53 holdings | $170.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFUS) | US EQUITY MARKET | 25434V401 | $16.3M | 269,351 | 9.6% |
| Dimensional ETF Trust(DFAT) | US TARGETED VLU | 25434V609 | $22.5M | 436,649 | 13.2% |
| Dimensional ETF Trust(DFUV) | US MKTWIDE VALUE | 25434V724 | $24.7M | 599,378 | 14.5% |