Birmingham, ALCIK 161245713 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.42M | $95.83M | 39.3% | −16.6K | Reduced |
| 2 | Dimensional ETF Trust | 973.6K | $45.36M | 18.6% | +8.7K | Added |
| 3 | American Centy ETF Tr | 112.6K | $11.48M | 4.7% | +3.4K | Added |
| 4 | Dimensional ETF Trust |
| 305.1K |
| $9.99M |
| 4.1% |
| +286 |
| Added |
| 5 | American Centy ETF Tr | 96.7K | $9.09M | 3.7% | −2.6K | Reduced |
| 6 | Dimensional ETF Trust | 169.0K | $8.14M | 3.3% | +8.8K | Added |
| 7 | Dimensional ETF Trust | 144.8K | $6.16M | 2.5% | +16.9K | Added |
| 8 | Dimensional ETF Trust | 157.7K | $5.43M | 2.2% | −6.0K | Reduced |
| 9 | Vanguard World Fd | 28.8K | $5.32M | 2.2% | +128 | Added |
| 10 | Dimensional ETF Trust | 84.4K | $5.03M | 2.1% | −15 | Reduced |
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