Q1 2026 Holdings
Filed 2026-04-09 | 57 holdings | $238.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.1M | 43,561 | 3.8% |
| Dimensional ETF Trust(DGCB) | GLOBAL CR ETF | 25434V567 | $15.2M | 280,889 | 6.4% |
| Dimensional ETF Trust(DUHP) | US HIGH PROFITAB | 25434V831 | $15.5M | 422,684 | 6.5% |
| Dimensional ETF Trust(DFGP) | GLOBAL CORE PLUS | 25434V583 | $17.8M | 330,590 | 7.5% |
| Dimensional ETF Trust(DFIC) | INTL CORE EQUITY | 25434V799 | $19.2M | 540,369 | 8.1% |
| Dimensional ETF Trust(DFSV) | US SMALL CAP VAL | 25434V815 | $19.3M | 550,318 | 8.1% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $58.6M | 1,507,026 | 24.6% |