Q3 2025 Holdings
Filed 2025-10-24 | 155 holdings | $258.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFSD) | SHORT DURATION F | 25434V864 | $6.7M | 139,308 | 2.6% |
| Spdr Series Trust(SPYM) | PORTFOLIO S&P500 | 78464A854 | $9.6M | 122,485 | 3.7% |
| Dimensional ETF Trust(DFIC) | INTL CORE EQUITY | 25434V799 | $13.3M | 406,880 | 5.2% |
| Dimensional ETF Trust(DCOR) | US CORE EQUITY 1 | 25434V625 | $21.7M | 302,240 | 8.4% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $35.3M | 914,418 | 13.7% |