INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
70.7%
Top 10 weight
86.8%
Voting Authority Distribution
Total shares with voting rights: 45.77M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
45.77M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCHANTS BANCORP INDSOLE | COM | 26.81M | SH | $1.34B 58.12% | 0.00 | 0.00 | 26.81M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 4.42M | SH | $186.45M 8.08% | 0.00 | 0.00 | 4.42M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.99M | SH | $102.85M 4.46% | 0.00 | 0.00 | 1.99M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 2.21M | SH | $82.24M 3.57% | 0.00 | 0.00 | 2.21M |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 920.86K | SH | $75.46M 3.27% | 0.00 | 0.00 | 920.86K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 882.67K | SH | $48.56M 2.11% | 0.00 | 0.00 | 882.67K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 539.35K | SH | $44.41M 1.93% | 0.00 | 0.00 | 539.35K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 1.04M | SH | $42.21M 1.83% | 0.00 | 0.00 | 1.04M |
DIMENSIONAL ETF TRUSTSOLE | INTL COR FIX ETF | 779.03K | SH | $41.75M 1.81% | 0.00 | 0.00 | 779.03K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 798.09K | SH | $38.11M 1.65% | 0.00 | 0.00 | 798.09K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 923.58K | SH | $35.83M 1.55% | 0.00 | 0.00 | 923.58K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 358.38K | SH | $25.05M 1.09% | 0.00 | 0.00 | 358.38K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 589.42K | SH | $24.60M 1.07% | 0.00 | 0.00 | 589.42K |
ELI LILLY & COSOLE | COM | 19.01K | SH | $22.80M 0.99% | 0.00 | 0.00 | 19.01K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 513.84K | SH | $18.93M 0.82% | 0.00 | 0.00 | 513.84K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 242.90K | SH | $11.33M 0.49% | 0.00 | 0.00 | 242.90K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 239.76K | SH | $10.81M 0.47% | 0.00 | 0.00 | 239.76K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 353.22K | SH | $10.23M 0.44% | 0.00 | 0.00 | 353.22K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.97K | SH | $9.60M 0.42% | 0.00 | 0.00 | 13.97K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 1 ETF | 101.76K | SH | $8.34M 0.36% | 0.00 | 0.00 | 101.76K |
APPLE INCSOLE | COM | 25.73K | SH | $7.45M 0.32% | 0.00 | 0.00 | 25.73K |
DIMENSIONAL ETF TRUSTSOLE | US LARG VALU ETF | 174.65K | SH | $6.91M 0.30% | 0.00 | 0.00 | 174.65K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 167.13K | SH | $6.72M 0.29% | 0.00 | 0.00 | 167.13K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 162.28K | SH | $6.69M 0.29% | 0.00 | 0.00 | 162.28K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 258.67K | SH | $6.46M 0.28% | 0.00 | 0.00 | 258.67K |