WEST POINT, PA
Allocation by class
Portfolio Concentration
Top 3 weight
36.7%
Top 10 weight
64.4%
Voting Authority Distribution
Total shares with voting rights: 2.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Dimensional U.S. Equity Market ETFSOLE | US EQUITY MARKET | 218.07K | SH | $16.17M 16.80% | 0.00 | 0.00 | 218.07K |
Dimensional ETF U.S. Core Equity 2 ETFSOLE | US CORE EQUITY 2 | 268.02K | SH | $10.61M 11.02% | 0.00 | 0.00 | 268.02K |
Dimensional U.S. Small Cap ETFSOLE | US SMALL CAP ETF | 123.37K | SH | $8.60M 8.93% | 0.00 | 0.00 | 123.37K |
Dimensional US Sustainability Core 1 ETFSOLE | US SUSTAINABILTY | 153.25K | SH | $6.66M 6.91% | 0.00 | 0.00 | 153.25K |
Dimensional U.S. Targeted Value ETFSOLE | US TARGETED VLU | 79.67K | SH | $4.74M 4.93% | 0.00 | 0.00 | 79.67K |
Dimensional International Core Equity Market ETFSOLE | INTL CORE EQT MK | 100.27K | SH | $3.82M 3.97% | 0.00 | 0.00 | 100.27K |
Dimensional International Small Cap ETFSOLE | INTL SMALL CAP E | 93.19K | SH | $3.07M 3.19% | 0.00 | 0.00 | 93.19K |
Dimensional World ex U.S. Core Equity 2 ETFSOLE | WORLD EX US CORE | 87.53K | SH | $2.87M 2.98% | 0.00 | 0.00 | 87.53K |
Dimensional Short-Duration Fixed Income ETFSOLE | SHORT DURATION F | 59.50K | SH | $2.85M 2.96% | 0.00 | 0.00 | 59.50K |
Dimensional Inflation-Protected Securities ETFSOLE | INFLATION PROTE | 64.22K | SH | $2.67M 2.77% | 0.00 | 0.00 | 64.22K |
Dimensional International Value ETFSOLE | INTERNATNAL VAL | 50.22K | SH | $2.51M 2.60% | 0.00 | 0.00 | 50.22K |
Dimensional Core Fixed Income ETFSOLE | CORE FIXED INCOM | 52.24K | SH | $2.22M 2.31% | 0.00 | 0.00 | 52.24K |
Dimensional Global Sustainability Fixed Income ETFSOLE | GLOBAL SUSTAINA | 42.23K | SH | $2.19M 2.27% | 0.00 | 0.00 | 42.23K |
Dimensional International Sustainability Core 1 ETFSOLE | INTERNATIONAL | 50.08K | SH | $2.15M 2.23% | 0.00 | 0.00 | 50.08K |
Dimensional Emerging Core Equity Market ETFSOLE | EMGR CRE EQT MNG | 64.56K | SH | $2.10M 2.18% | 0.00 | 0.00 | 64.56K |
Dimensional National Municipal Bond ETFSOLE | NATL MUN BD ETF | 43.15K | SH | $2.08M 2.16% | 0.00 | 0.00 | 43.15K |
Globus Medical, Inc. Class A Common StockSOLE | CL A | 23.06K | SH | $2.01M 2.09% | 0.00 | 0.00 | 23.06K |
Dimensional Global Credit ETFSOLE | GLOBAL CR ETF | 35.19K | SH | $1.91M 1.98% | 0.00 | 0.00 | 35.19K |
Dimensional International Core Fixed Income ETFSOLE | DIMENSIONAL INTE | 36.12K | SH | $1.90M 1.97% | 0.00 | 0.00 | 36.12K |
Dimensional Ultrashort Fixed Income ETFSOLE | ULTRASHORT FIXED | 36.67K | SH | $1.86M 1.93% | 0.00 | 0.00 | 36.67K |
Dimensional US Real Estate ETFSOLE | US REAL ESTATE E | 63.73K | SH | $1.46M 1.52% | 0.00 | 0.00 | 63.73K |
Dimensional US High Profitability ETFSOLE | US HIGH PROFITAB | 35.78K | SH | $1.36M 1.41% | 0.00 | 0.00 | 35.78K |
Dimensional Emerging Markets High Profitability ETFSOLE | EMERGING MKTS HI | 38.79K | SH | $1.25M 1.30% | 0.00 | 0.00 | 38.79K |
Dimensional US Small Cap Value ETFSOLE | US SMALL CAP VAL | 37.44K | SH | $1.23M 1.28% | 0.00 | 0.00 | 37.44K |
Bitwise Bitcoin ETFSOLE | SHS BEN INT | 20.69K | SH | $984.0K 1.02% | 0.00 | 0.00 | 20.69K |