Q3 2025 Holdings
Filed 2025-11-10 | 53 holdings | $144.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFSE) | EMERGING MARKETS | 25434V682 | $12.0M | 292,769 | 8.3% |
| Dimensional ETF Trust(DFSI) | INTERNATIONAL | 25434V690 | $18.0M | 440,495 | 12.5% |
| Dimensional ETF Trust(DFSU) | US SUSTAINABILTY | 25434V716 | $31.4M | 739,174 | 21.7% |