INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
68.7%
Top 10 weight
85.4%
Voting Authority Distribution
Total shares with voting rights: 45.30M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
45.30M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCHANTS BANCORP INDSOLE | COM | 26.80M | SH | $1.31B 57.42% | 0.00 | 0.00 | 26.80M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 3.80M | SH | $152.46M 6.67% | 0.00 | 0.00 | 3.80M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.99M | SH | $104.24M 4.56% | 0.00 | 0.00 | 1.99M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 2.28M | SH | $85.84M 3.76% | 0.00 | 0.00 | 2.28M |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 916.57K | SH | $76.10M 3.33% | 0.00 | 0.00 | 916.57K |
DIMENSIONAL ETF TRUSTSOLE | GLOB CO PLUS ETF | 1.02M | SH | $53.01M 2.32% | 0.00 | 0.00 | 1.02M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 824.75K | SH | $45.36M 1.99% | 0.00 | 0.00 | 824.75K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 1.07M | SH | $42.51M 1.86% | 0.00 | 0.00 | 1.07M |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 535.31K | SH | $41.44M 1.81% | 0.00 | 0.00 | 535.31K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 818.74K | SH | $38.05M 1.67% | 0.00 | 0.00 | 818.74K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 255.54K | SH | $23.11M 1.01% | 0.00 | 0.00 | 255.54K |
ELI LILLY & COSOLE | COM | 19.26K | SH | $22.28M 0.98% | 0.00 | 0.00 | 19.26K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 305.68K | SH | $20.31M 0.89% | 0.00 | 0.00 | 305.68K |
DFA INVT DIMENSIONS GROUP INSOLE | U.S. SML CP VAL | 539.40K | SH | $20.21M 0.88% | 0.00 | 0.00 | 539.40K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 513.37K | SH | $19.00M 0.83% | 0.00 | 0.00 | 513.37K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 153.57K | SH | $18.09M 0.79% | 0.00 | 0.00 | 153.57K |
DIMENSIONAL ETF TRUSTSOLE | INTL COR FIX ETF | 342.93K | SH | $17.54M 0.77% | 0.00 | 0.00 | 342.93K |
DFA INVT DIMENSIONS GROUP INSOLE | U.S. HIGH RELATI | 307K | SH | $12.87M 0.56% | 0.00 | 0.00 | 307K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 228.28K | SH | $10.31M 0.45% | 0.00 | 0.00 | 228.28K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.50K | SH | $10.16M 0.44% | 0.00 | 0.00 | 14.50K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 202.36K | SH | $9.55M 0.42% | 0.00 | 0.00 | 202.36K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 351.84K | SH | $9.52M 0.42% | 0.00 | 0.00 | 351.84K |
APPLE INCSOLE | COM | 26K | SH | $8.66M 0.38% | 0.00 | 0.00 | 26K |
DFA INVT DIMENSIONS GROUP INSOLE | U.S. CORE EQTY 1 | 101.07K | SH | $8.35M 0.37% | 0.00 | 0.00 | 101.07K |
VANGUARD MUN BD FDSSOLE | SHORT TAX EXEMPT | 107.46K | SH | $7.99M 0.35% | 0.00 | 0.00 | 107.46K |