CIK: 0002068447
申告総資産額
$1.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 24.70% | -0.51% | -1.05% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 18.37% | -0.34% | -2.56% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 11.12% | +0.32% | -1.83% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 10.30% | -0.01% | -1.15% | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 8.27% | +0.26% | +3.08% | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-その他 | 8.06% | +0.29% | +5.30% | |
| 7 | DFSD | Dimensional Short Duration | ETF-その他 | 5.38% | -0.13% | +4.14% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 4.38% | +0.09% | +6.87% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.01% | -0.05% | -0.84% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.61% | +0.05% | — | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 1.55% | +0.07% | -1.12% | |
| 12 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.04% | +0.01% | +14.48% | |
| 13 | DFIV | Dimensional International Va | ETF-その他 | 1.03% | — | -2.22% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.44% | -0.03% | — | |
| 15 | DFIS | Dimensional International Sm | ETF-その他 | 0.39% | -0.01% | +0.25% | |
| 16 | AVDE | Avantis International Equity | ETF-その他 | 0.39% | +0.01% | +2.80% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.32% | -0.01% | — | |
| 18 | DISV | Dimensional International Sm | ETF-その他 | 0.22% | +0.01% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | -0.01% | — | |
| 20 | AAPL | Apple INC | 株式-IT | 0.20% | -0.02% | -1.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DFNM | Dimensional National Muni Bd | +0.1% | +14.48% | 増加 |
| 2 | DFIP | Dimensional Inflation-protec | +0.1% | +5.30% | 増加 |
| 3 | DFSD | Dimensional Short Duration | +0.1% | +4.14% | 増加 |
| 4 | DFGR | Dim Global Real Estate ETF | 0% | +6.87% | 増加 |
| 5 | DUSB | Dimension Ultrashort Fi ETF | 0% | +3.08% | 増加 |
| 6 | DFAX | Dimensional World Ex US Core | 0% | — | 変化なし |
| 7 | DFIV | Dimensional International Va | 0% | -2.22% | 減少 |
| 8 | AVDE | Avantis International Equity | 0% | +2.80% | 増加 |
| 9 | DFIS | Dimensional International Sm | 0% | +0.25% | 増加 |
| 10 | DISV | Dimensional International Sm | 0% | — | 変化なし |
| 11 | DFUS | Dimensional US Eq Mkt ETF | — | — | 変化なし |
| 12 | AAPL | Apple INC | — | -1.48% | 減少 |
| 13 | DFAU | Dimensional US Core Equity M | — | — | 変化なし |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | 変化なし |
| 15 | DFIC | Dimensional International Co | 0% | -2.56% | 減少 |
| 16 | DFUV | Dimensional US Marketwide Va | 0% | -1.83% | 減少 |
| 17 | DFAT | Dimensional US Target Value | 0% | -1.12% | 減少 |
| 18 | DFEM | Dimensional Emrg Mrkt Core | -0.1% | -1.15% | 減少 |
| 19 | VTIP | Vanguard Short-term Tips | -0.1% | -0.84% | 減少 |
| 20 | DFAC | Dimensional US Core Equity 2 | -0.2% | -1.05% | 減少 |