CIK: 0002068447
Total reported value
$117.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 23.09% | -0.51% | — | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 18.51% | -0.34% | — | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 11.46% | +0.32% | — | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 10.15% | -0.01% | — | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 9.00% | +0.26% | — | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-Other | 8.28% | +0.29% | — | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 5.79% | -0.13% | — | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.42% | +0.09% | — | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.46% | -0.05% | — | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.55% | +0.05% | — | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 1.41% | +0.07% | — | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 1.03% | — | — | |
| 13 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.86% | +0.01% | — | |
| 14 | DFIS | Dimensional International Sm | ETF-Other | 0.44% | -0.01% | — | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.42% | -0.03% | — | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 0.36% | +0.01% | — | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.31% | -0.01% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.01% | — | |
| 19 | AAPL | Apple INC | Stock-Tech | 0.20% | -0.02% | — |