Q4 2024 Holdings
Filed 2025-01-29 | 55 holdings | $146.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.7M | 44,100 | 6.6% |
| Dimensional ETF Trust(DUHP) | US HIGH PROFITAB | 25434V831 | $9.7M | 286,537 | 6.6% |
| Dimensional ETF Trust(DFSV) | US SMALL CAP VAL | 25434V815 | $11.0M | 356,030 | 7.5% |
| Dimensional ETF Trust(DFIC) | INTL CORE EQUITY | 25434V799 | $11.2M | 435,180 | 7.7% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $38.8M | 1,120,522 | 26.4% |