Style
ETFTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Dimensional ETF Trust(DFUV) | 888,084 | $48.8M | 30.30% |
| 2 | American Centy ETF TR(AVUV) | 134,917 | $15.9M | 9.86% |
| 3 | American Centy ETF TR(AVDV) | 106,890 | $11.7M | 7.25% |
| 4 | Dimensional ETF Trust(DFAX) | 303,474 | $11.2M | 6.97% |
| 5 | Dimensional ETF Trust(DFNM) | 178,249 | $8.2M | 5.09% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% |
| Dimensional ETF Trust(DFIC) |
| 165,591 |
| $6.2M |
| 3.86% |
| 7 | Dimensional ETF Trust(DFCF) | 137,047 | $5.5M | 3.41% |
| 8 | Dimensional ETF Trust(DFIV) | 94,802 | $5.3M | 3.29% |
| 9 | Vanguard World FD(VPU) | 29,629 | $5.1M | 3.14% |
| 10 | Dimensional ETF Trust(DFIP) | 124,859 | $4.9M | 3.03% |
| 100% |
| 0% |
Quarter-over-quarter position changes