CHARLOTTESVILLE, VA
Allocation by class
Portfolio Concentration
Top 3 weight
53.6%
Top 10 weight
88.9%
Voting Authority Distribution
Total shares with voting rights: 10.25M
Full voting authority
10.25M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 3.76M | SH | $146.22M 36.35% | 3.76M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 979.56K | SH | $34.80M 8.65% | 979.56K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 660.41K | SH | $34.64M 8.61% | 660.41K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 899.21K | SH | $31.51M 7.83% | 899.21K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 775.27K | SH | $28.50M 7.08% | 775.27K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 424.06K | SH | $22.89M 5.69% | 424.06K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 365.62K | SH | $21.77M 5.41% | 365.62K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 594.71K | SH | $14.06M 3.50% | 594.71K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 311.43K | SH | $12.28M 3.05% | 311.43K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 341.63K | SH | $11.01M 2.74% | 341.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 225.58K | SH | $9.52M 2.37% | 225.58K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 273.18K | SH | $9.44M 2.35% | 273.18K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 133.27K | SH | $6.39M 1.59% | 133.27K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 162.43K | SH | $5.81M 1.44% | 162.43K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 171.48K | SH | $5.79M 1.44% | 171.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 91.16K | SH | $3.10M 0.77% | 91.16K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 51.73K | SH | $2.13M 0.53% | 51.73K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 14.80K | SH | $627.7K 0.16% | 14.80K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.57K | SH | $503.4K 0.13% | 2.57K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 3.82K | SH | $304.0K 0.08% | 3.82K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 2.14K | SH | $296.3K 0.07% | 2.14K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 5.38K | SH | $228.0K 0.06% | 5.38K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 2.41K | SH | $222.2K 0.06% | 2.41K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 323.00 | SH | $211.3K 0.05% | 323.00 | 0.00 | 0.00 |