THE DALLES, OR
Allocation by class
Portfolio Concentration
Top 3 weight
60.8%
Top 10 weight
91.3%
Voting Authority Distribution
Total shares with voting rights: 10.87M
Full voting authority
10.87M
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 U.S. CORE EQUITY 2 ETFSOLE | Exchange Traded Fund | 3.52M | SH | $136.6K 31.26% | 3.52M | 0.00 | 0.00 |
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETFSOLE | Exchange Traded Fund | 1.53M | SH | $82.4K 18.85% | 1.53M | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | Exchange Traded Fund | 1.32M | SH | $46.8K 10.72% | 1.32M | 0.00 | 0.00 |
DIMENSIONAL US SMALL CAP VALUE ETFSOLE | Exchange Traded Fund | 829.41K | SH | $29.1K 6.65% | 829.41K | 0.00 | 0.00 |
DIMENSIONAL US HIGH PROFITABILITY ETFSOLE | Exchange Traded Fund | 753.34K | SH | $27.7K 6.34% | 753.34K | 0.00 | 0.00 |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | Exchange Traded Fund | 518.64K | SH | $17.6K 4.03% | 518.64K | 0.00 | 0.00 |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFSOLE | Exchange Traded Fund | 483.30K | SH | $16.7K 3.82% | 483.30K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETFSOLE | Exchange Traded Fund | 484.72K | SH | $15.6K 3.57% | 484.72K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFSOLE | Exchange Traded Fund | 392.40K | SH | $15.5K 3.54% | 392.40K | 0.00 | 0.00 |
DIMENSIONAL SHORT-DURATION FIXED INCOME ETFSOLE | Exchange Traded Fund | 230.82K | SH | $11.1K 2.53% | 230.82K | 0.00 | 0.00 |
DIMENSIONAL EMERGING MARKETS VALUE ETFSOLE | Exchange Traded Fund | 231.75K | SH | $8.3K 1.90% | 231.75K | 0.00 | 0.00 |
DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETFSOLE | Exchange Traded Fund | 244.22K | SH | $8.3K 1.89% | 244.22K | 0.00 | 0.00 |
DIMENSIONAL GLOBAL REAL ESTATE ETFSOLE | Exchange Traded Fund | 176.63K | SH | $4.7K 1.07% | 176.63K | 0.00 | 0.00 |
GREENBRIER COS INC COMSOLE | Common Stock | 38.58K | SH | $2.0K 0.46% | 38.58K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common Stock | 5.42K | SH | $1.4K 0.31% | 5.42K | 0.00 | 0.00 |
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE | Exchange Traded Fund | 33.41K | SH | $1.4K 0.31% | 33.41K | 0.00 | 0.00 |
CHEVRON CORPORATION COMSOLE | Common Stock | 5.46K | SH | $1.1K 0.26% | 5.46K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Common Stock | 3.71K | SH | $1.1K 0.25% | 3.71K | 0.00 | 0.00 |
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETFSOLE | Exchange Traded Fund | 17.20K | SH | $890.00 0.20% | 17.20K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Common Stock | 962.00 | SH | $884.00 0.20% | 962.00 | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETFSOLE | Exchange Traded Fund | 17.13K | SH | $726.00 0.17% | 17.13K | 0.00 | 0.00 |
PACCAR INC COMSOLE | Common Stock | 5.35K | SH | $618.00 0.14% | 5.35K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHS COMSOLE | Common Stock | 2.51K | SH | $609.00 0.14% | 2.51K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION COMSOLE | Common Stock | 611.00 | SH | $608.00 0.14% | 611.00 | 0.00 | 0.00 |
TESLA INC COMSOLE | Common Stock | 1.52K | SH | $566.00 0.13% | 1.52K | 0.00 | 0.00 |