ALLEN, TX
Allocation by class
Portfolio Concentration
Top 3 weight
53.7%
Top 10 weight
94.2%
Voting Authority Distribution
Total shares with voting rights: 2.94M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.94M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 731.52K | SH | $28.43M 24.19% | 0.00 | 0.00 | 731.52K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 596.49K | SH | $21.19M 18.03% | 0.00 | 0.00 | 596.49K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 277.53K | SH | $13.45M 11.44% | 0.00 | 0.00 | 277.53K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 349.97K | SH | $12.09M 10.29% | 0.00 | 0.00 | 349.97K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 197.75K | SH | $10.03M 8.53% | 0.00 | 0.00 | 197.75K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 235.28K | SH | $9.82M 8.35% | 0.00 | 0.00 | 235.28K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 128.81K | SH | $6.17M 5.25% | 0.00 | 0.00 | 128.81K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 197.84K | SH | $5.26M 4.47% | 0.00 | 0.00 | 197.84K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 46.21K | SH | $2.31M 1.96% | 0.00 | 0.00 | 46.21K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 57.55K | SH | $1.96M 1.66% | 0.00 | 0.00 | 57.55K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 30.45K | SH | $1.90M 1.62% | 0.00 | 0.00 | 30.45K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 25.73K | SH | $1.23M 1.05% | 0.00 | 0.00 | 25.73K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 22.89K | SH | $1.21M 1.03% | 0.00 | 0.00 | 22.89K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 6.86K | SH | $486.5K 0.41% | 0.00 | 0.00 | 6.86K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 5.55K | SH | $470.6K 0.40% | 0.00 | 0.00 | 5.55K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 13.27K | SH | $446.9K 0.38% | 0.00 | 0.00 | 13.27K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 8.01K | SH | $361.4K 0.31% | 0.00 | 0.00 | 8.01K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 6.87K | SH | $270.9K 0.23% | 0.00 | 0.00 | 6.87K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 481.00 | SH | $230.5K 0.20% | 0.00 | 0.00 | 481.00 |
APPLE INCSOLE | COM | 824.00 | SH | $209.0K 0.18% | 0.00 | 0.00 | 824.00 |