Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(IWM) | 542,460 | $24.2M | 19.66% |
| 2 | Dimensional ETF Trust(DFAC) | 542,460 | $24.2M | 19.66% |
| 3 | Dimensional ETF Trust(DFAX) | 629,149 | $23.4M | 19.03% |
| 4 | Dimensional ETF Trust(DFSD) | 360,398 | $16.7M | 13.59% |
| 5 | Dimensional ETF Trust(DUSB) | 191,613 | $9.7M | 7.85% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 1.29% | 1.01% | -0.28% |
| Unclassified | 98.71% | 98.99% | +0.28% |
Quarter-over-quarter weight changes by market cap
| Dimensional ETF Trust(DFUV) |
| 64,984 |
| $3.6M |
| 2.92% |
| 7 | Miller Invt TR(MCVT) | 129,580 | $3.5M | 2.88% |
| 8 | Vanguard Specialized Funds(VIG) | 12,021 | $2.8M | 2.29% |
| 9 | DFA Invt Dimensions Group in(DCOR) | 36,988 | $2.1M | 1.67% |
| 10 | Dimensional ETF Trust(DFSU) | 37,758 | $1.8M | 1.45% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 98.71% | 98.99% | +0.28% |
| Mega Cap | 1.29% | 1.01% | -0.28% |
Quarter-over-quarter position changes