FALLS CHRUCH, VA
Allocation by class
Portfolio Concentration
Top 3 weight
38.3%
Top 10 weight
83.5%
Voting Authority Distribution
Total shares with voting rights: 2.29M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.29M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 236.03K | SH | $14.74M 13.11% | 0.00 | 0.00 | 236.03K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 292.34K | SH | $14.17M 12.60% | 0.00 | 0.00 | 292.34K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 198.87K | SH | $14.10M 12.55% | 0.00 | 0.00 | 198.87K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 320.58K | SH | $11.39M 10.13% | 0.00 | 0.00 | 320.58K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 138.60K | SH | $9.86M 8.77% | 0.00 | 0.00 | 138.60K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 239.30K | SH | $9.30M 8.27% | 0.00 | 0.00 | 239.30K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 171.80K | SH | $8.23M 7.32% | 0.00 | 0.00 | 171.80K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 135.14K | SH | $4.67M 4.15% | 0.00 | 0.00 | 135.14K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 165.93K | SH | $3.92M 3.49% | 0.00 | 0.00 | 165.93K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 98.24K | SH | $3.51M 3.12% | 0.00 | 0.00 | 98.24K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 65.61K | SH | $2.77M 2.46% | 0.00 | 0.00 | 65.61K |
BROADCOM INCSOLE | COM | 6.74K | SH | $2.09M 1.86% | 0.00 | 0.00 | 6.74K |
APPLE INCSOLE | COM | 6.08K | SH | $1.54M 1.37% | 0.00 | 0.00 | 6.08K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 10.04K | SH | $1.47M 1.31% | 0.00 | 0.00 | 10.04K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 37.76K | SH | $1.28M 1.14% | 0.00 | 0.00 | 37.76K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 21.81K | SH | $849.8K 0.76% | 0.00 | 0.00 | 21.81K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 14.29K | SH | $739.4K 0.66% | 0.00 | 0.00 | 14.29K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 16.90K | SH | $716.6K 0.64% | 0.00 | 0.00 | 16.90K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 15.16K | SH | $622.8K 0.55% | 0.00 | 0.00 | 15.16K |
NVIDIA CORPORATIONSOLE | COM | 3.51K | SH | $612.7K 0.55% | 0.00 | 0.00 | 3.51K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 17.84K | SH | $600.5K 0.53% | 0.00 | 0.00 | 17.84K |
MICROSOFT CORPSOLE | COM | 1.21K | SH | $448.1K 0.40% | 0.00 | 0.00 | 1.21K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 6.26K | SH | $379.7K 0.34% | 0.00 | 0.00 | 6.26K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 7.01K | SH | $370.3K 0.33% | 0.00 | 0.00 | 7.01K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 4.51K | SH | $363.2K 0.32% | 0.00 | 0.00 | 4.51K |