SCOTTSDALE, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
53.1%
Top 10 weight
89.1%
Voting Authority Distribution
Total shares with voting rights: 2.47M
Full voting authority
2.47M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 874.50K | SH | $33.98M 34.79% | 874.50K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 265.27K | SH | $9.30M 9.52% | 265.27K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 234.16K | SH | $8.61M 8.81% | 234.16K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 232.65K | SH | $8.27M 8.46% | 232.65K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 151.01K | SH | $8.15M 8.35% | 151.01K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 95.59K | SH | $5.17M 5.30% | 95.59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 108.80K | SH | $4.91M 5.03% | 108.80K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 90.56K | SH | $3.13M 3.20% | 90.56K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 71.07K | SH | $2.80M 2.87% | 71.07K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 84.75K | SH | $2.73M 2.80% | 84.75K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 60.43K | SH | $1.61M 1.64% | 60.43K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 43.32K | SH | $1.55M 1.59% | 43.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 44.73K | SH | $1.51M 1.55% | 44.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.19K | SH | $1.34M 1.38% | 4.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 33.37K | SH | $1.30M 1.33% | 33.37K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 23.46K | SH | $1.12M 1.15% | 23.46K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 22.22K | SH | $938.2K 0.96% | 22.22K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 17.22K | SH | $583.1K 0.60% | 17.22K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 8.72K | SH | $457.2K 0.47% | 8.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 4.21K | SH | $213.7K 0.22% | 4.21K | 0.00 | 0.00 |