BEAVER, PA
Allocation by class
Portfolio Concentration
Top 3 weight
30.8%
Top 10 weight
68.1%
Voting Authority Distribution
Total shares with voting rights: 21.43M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
21.43M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 2.76M | SH | $116.40M 11.51% | 0.00 | 0.00 | 2.76M |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 2.08M | SH | $99.35M 9.83% | 0.00 | 0.00 | 2.08M |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 1.17M | SH | $95.86M 9.48% | 0.00 | 0.00 | 1.17M |
DIMENSIONAL ETF TRUSTSOLE | US LARG VALU ETF | 1.76M | SH | $69.52M 6.88% | 0.00 | 0.00 | 1.76M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 719.17K | SH | $59.22M 5.86% | 0.00 | 0.00 | 719.17K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 1.84M | SH | $53.42M 5.28% | 0.00 | 0.00 | 1.84M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.39M | SH | $51.70M 5.11% | 0.00 | 0.00 | 1.39M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 1.24M | SH | $51.62M 5.11% | 0.00 | 0.00 | 1.24M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 1.30M | SH | $50.45M 4.99% | 0.00 | 0.00 | 1.30M |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 917.09K | SH | $40.68M 4.02% | 0.00 | 0.00 | 917.09K |
DIMENSIONAL ETF TRUSTSOLE | ULTR FIX INC ETF | 623.82K | SH | $31.68M 3.13% | 0.00 | 0.00 | 623.82K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 716.84K | SH | $29.13M 2.88% | 0.00 | 0.00 | 716.84K |
DIMENSIONAL ETF TRUSTSOLE | GLOB CO PLUS ETF | 502.67K | SH | $27.38M 2.71% | 0.00 | 0.00 | 502.67K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 641.92K | SH | $25.76M 2.55% | 0.00 | 0.00 | 641.92K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 452.67K | SH | $24.90M 2.46% | 0.00 | 0.00 | 452.67K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 642.79K | SH | $21.94M 2.17% | 0.00 | 0.00 | 642.79K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 241.36K | SH | $19.98M 1.98% | 0.00 | 0.00 | 241.36K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 322.44K | SH | $17.63M 1.74% | 0.00 | 0.00 | 322.44K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 399.16K | SH | $16.05M 1.59% | 0.00 | 0.00 | 399.16K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 234.69K | SH | $12.68M 1.25% | 0.00 | 0.00 | 234.69K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 131.67K | SH | $9.20M 0.91% | 0.00 | 0.00 | 131.67K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 195.80K | SH | $8.37M 0.83% | 0.00 | 0.00 | 195.80K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 192.58K | SH | $8.22M 0.81% | 0.00 | 0.00 | 192.58K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 179.27K | SH | $6.60M 0.65% | 0.00 | 0.00 | 179.27K |
DIMENSIONAL ETF TRUSTSOLE | INTL COR FIX ETF | 106.94K | SH | $5.73M 0.57% | 0.00 | 0.00 | 106.94K |