Position Size ($1000s)
$38,734
| $43,237
| $47,743
| 09/30/2023 | 12/31/2023 | 03/31/2024 | Share Count
1,716,170
| 1,793,337
| 1,931,336
| 09/30/2023 | 12/31/2023 | 03/31/2024 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
DIMENSIONAL ETF TRUST (DFAE) |
1,931,336 |
$47,743 | DFAE | 1,931,336 | $47,743 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
DIMENSIONAL ETF TRUST (DFAE) |
1,793,337 |
$43,237 | DFAE | 1,793,337 | $43,237 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
DIMENSIONAL ETF TRUST (DFAE) |
1,716,170 |
$38,734 | DFAE | 1,716,170 | $38,734 |
Top Stocks Held at 03/31/2024: MSFT, AAPL, AMZN, COST, BRK, More »
Size ($ in 1000's)
At 03/31/2024: $56,170,895 At 12/31/2023: $54,356,993 At 09/30/2023: $43,616,016
Combined Holding Report Includes:
Corient Private Wealth LLC Aristotle Capital Management LLC BAHL & GAYNOR INC PARAMETRIC PORTFOLIO ASSOCIATES LLC LONDON CO OF VIRGINIA Winslow Capital Management LLC LAZARD ASSET MANAGEMENT LLC
Corient Private Wealth LLC Top Holdings
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