- Positions
- 141
- Reported value
- $427.8M
- Opened
- 37
- Closed
- 25
- 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$370.8M141 positions
- Dec 31, 2025$370.9M129 positions
- Mar 31, 2026$374.4M129 positions
- Jun 30, 2026$427.8M141 positions
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 1.9M | New | $83.6M | 19.5% |
TSLATesla, Inc. | 118.4K | −0.0% | $49.8M | 11.6% |
DIMENSIONAL ETF TRUSTINTL CORE EQUITY |
