- Positions
- 1,774
- Reported value
- $8.8B
- Opened
- 609
- Closed
- 282
- Other managers included
- 0
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
Quarters on file
- Sep 30, 2025$2.7B1,181 positions
- Dec 31, 2025$5.1B1,461 positions
- Mar 31, 2026$5.1B1,447 positions
- Jun 30, 2026$8.8B1,774 positions
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | 4.8M | New | $396.5M | 4.5% |
NVDANVIDIA Corp | 1.1M | +38.9% | $222.7M | 2.5% |
DIMENSIONAL ETF TRUSTINTL CORE EQT MK |
1,774 positions
