Position Size ($1000s)
$21,114
| $22,984
| $102,237
| 09/30/2023 | 12/31/2023 | 03/31/2024 | Share Count
647,071
| 669,035
| 2,781,729
| 09/30/2023 | 12/31/2023 | 03/31/2024 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
DIMENSIONAL ETF TRUST (DFIV) |
2,781,729 |
$102,237 | DFIV | 2,781,729 | $102,237 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
DIMENSIONAL ETF TRUST (DFIV) |
669,035 |
$22,984 | DFIV | 669,035 | $22,984 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
DIMENSIONAL ETF TRUST (DFIV) |
647,071 |
$21,114 | DFIV | 647,071 | $21,114 |
Top Stocks Held at 03/31/2024: BRK, MSFT, AAPL, IVV, SPY, More »
Size ($ in 1000's)
At 03/31/2024: $61,734,094 At 12/31/2023: $59,574,778 At 09/30/2023: $53,862,213
HighTower Advisors LLC Top Holdings
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