Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Dimensional ETF Trust(DFIC) | 1,523,973 | $56.8M | 56.14% |
| 2 | Dimensional ETF Trust(DFEM) | 610,769 | $24.8M | 24.54% |
| 3 | Dimensional ETF Trust(DISV) | 337,798 | $13.6M | 13.40% |
| 4 | Spdr S&P 500 ETF TR(SPY) | 4,056 | $3.0M | 3.00% |
| 5 | Scripps E W Co Ohio(SSP) | 1,067,124 | $3.0M | 2.92% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Communication Services | 3.25% | 2.92% | -0.33% |
| Unclassified | 96.75% | 97.08% | +0.33% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 96.75% | 97.08% | +0.33% |
| Micro Cap | 3.25% | 2.92% | -0.33% |
Quarter-over-quarter position changes