INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
70.2%
Top 10 weight
86.5%
Voting Authority Distribution
Total shares with voting rights: 46.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
46.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCHANTS BANCORP INDSOLE | COM | 26.98M | SH | $1.18B 57.21% | 0.00 | 0.00 | 26.98M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 4.20M | SH | $177.68M 8.62% | 0.00 | 0.00 | 4.20M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.98M | SH | $89.36M 4.34% | 0.00 | 0.00 | 1.98M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 2.17M | SH | $77.22M 3.75% | 0.00 | 0.00 | 2.17M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 931.03K | SH | $66.04M 3.21% | 0.00 | 0.00 | 931.03K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 891.98K | SH | $43.14M 2.09% | 0.00 | 0.00 | 891.98K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 555.67K | SH | $39.39M 1.91% | 0.00 | 0.00 | 555.67K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 707.86K | SH | $37.18M 1.80% | 0.00 | 0.00 | 707.86K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 772.71K | SH | $37.01M 1.80% | 0.00 | 0.00 | 772.71K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 1.04M | SH | $35.74M 1.73% | 0.00 | 0.00 | 1.04M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 911.84K | SH | $31.75M 1.54% | 0.00 | 0.00 | 911.84K |
ELI LILLY & COSOLE | COM | 25.82K | SH | $24.34M 1.18% | 0.00 | 0.00 | 25.82K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 369.25K | SH | $22.93M 1.11% | 0.00 | 0.00 | 369.25K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 562.02K | SH | $20.64M 1.00% | 0.00 | 0.00 | 562.02K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 518.02K | SH | $17.58M 0.85% | 0.00 | 0.00 | 518.02K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 233.16K | SH | $9.90M 0.48% | 0.00 | 0.00 | 233.16K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 364.32K | SH | $9.74M 0.47% | 0.00 | 0.00 | 364.32K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 226.04K | SH | $9.28M 0.45% | 0.00 | 0.00 | 226.04K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 102.76K | SH | $7.40M 0.36% | 0.00 | 0.00 | 102.76K |
APPLE INCSOLE | COM | 27.65K | SH | $6.97M 0.34% | 0.00 | 0.00 | 27.65K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 272.38K | SH | $6.80M 0.33% | 0.00 | 0.00 | 272.38K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 163.88K | SH | $6.40M 0.31% | 0.00 | 0.00 | 163.88K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.30K | SH | $6.16M 0.30% | 0.00 | 0.00 | 10.30K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 160.57K | SH | $5.73M 0.28% | 0.00 | 0.00 | 160.57K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 170.29K | SH | $5.70M 0.28% | 0.00 | 0.00 | 170.29K |