13Fprocessed
Form 13F — Institutional Holdings
EDGAR Filing Documents for 0002068447-25-000008
Summary
13F filing with 20 holdings
Filing Date
January 1, 2025
Accepted
—
Accession No.
0002068447-25-000008
CIK
0002068447
Holdings Reported
| Filer | Company | Shares | Value | Quarter | Put/Call |
|---|---|---|---|---|---|
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 368,430 | $11,815,563 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 215,480 | $9,099,700 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 125,985 | $6,071,208 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 185,216 | $9,405,278 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | Dimensional US Core Equity 2 ETF | 737,493 | $28,445,121 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | Vanguard Short-Term Inflation -Protected Securities ETF | 48,002 | $2,430,340 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 181,282 | $4,950,822 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 639,751 | $20,977,430 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 284,232 | $12,702,350 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 30,875 | $1,797,210 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | AMERICAN CENTY ETF TR | 5,396 | $425,744 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 21,966 | $1,053,952 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 57,551 | $1,805,962 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL U.S. EQUITY MARKET ETF | 6,908 | $500,432 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 13,829 | $437,401 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | APPLE INC | 876 | $223,074 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 24,778 | $1,142,770 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 6,868 | $245,109 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | DIMENSIONAL ETF TRUST | 8,009 | $366,493 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002068447-25-000008 | BERKSHIRE HATHAWAY INC DEL | 481 | $241,818 | 2025-Q1 | — |