Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Dimensional ETF Trust(DFAC) | 527,268 | $23.4M | 22.30% |
| 2 | EA Series Trust(BSVO) | 251,996 | $7.0M | 6.70% |
| 3 | Dimensional ETF Trust(DFAT) | 95,410 | $6.3M | 6.03% |
| 4 | DFA Invt Dimensions Group in(DFSV) | 157,094 | $5.9M | 5.60% |
| 5 | Dimensional ETF Trust(DFUV) | 103,261 | $5.7M | 5.40% |
| 6 |
Latest filing, equity positions only
| Dimensional ETF Trust(DFIV) |
| 89,569 |
| $5.0M |
| 4.76% |
| 7 | Dimensional ETF Trust(DFGR) | 120,854 | $3.3M | 3.11% |
| 8 | Dimensional ETF Trust(DFEM) | 81,267 | $3.2M | 3.07% |
| 9 | Vanguard Scottsdale FDS(VGIT) | 55,436 | $3.1M | 2.99% |
| 10 | American Centy ETF TR(AVDV) | 26,595 | $2.9M | 2.77% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 5.52% | 6.85% | +1.33% |
| Unclassified | 88.76% | 87.74% | -1.02% |
| Utilities | 0.48% | 0% | -0.48% |
| Healthcare | 0.47% | 0.72% | +0.25% |
| Industrials | 0.66% | 0.49% | -0.17% |
| Consumer Cyclical | 0.81% | 0.94% | +0.13% |
| Communication Services | 1.51% | 1.43% | -0.08% |
| Financial Services | 1.47% | 1.5% | +0.03% |
| Consumer Defensive | 0.32% | 0.32% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 88.76% | 87.74% | -1.02% |
| Mega Cap | 9.03% | 10.07% | +1.04% |
| Large Cap | 2.21% | 2.18% | -0.03% |
Quarter-over-quarter position changes