Irvine, CACIK 16650974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
146 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 5.84M | $407.19M | 19.1% | −12.2K | Reduced |
| 2 | Dimensional ETF Trust | 6.44M | $383.59M | 18.0% | −77.9K | Reduced |
| 3 | Dimensional ETF Trust | 4.95M | $367.34M | 17.2% | −40.2K | Reduced |
| 4 | Dimensional ETF Trust |
| 5.73M |
| $267.13M |
| 12.5% |
| −93.6K |
| Reduced |
| 5 | Dimensional ETF Trust | 3.57M | $178.21M | 8.4% | −57.4K | Reduced |
| 6 | Dimensional ETF Trust | 2.56M | $84.10M | 3.9% | +129.1K | Added |
| 7 | Dimensional ETF Trust | 1.21M | $41.25M | 1.9% | +66.2K | Added |
| 8 | Ishares Tr | 381.2K | $38.27M | 1.8% | −8.6K | Reduced |
| 9 | Vanguard Bd Index Fds | 482.8K | $35.76M | 1.7% | +8.8K | Added |
| 10 | Dimensional ETF Trust | 856.7K | $22.63M | 1.1% | +65.5K | Added |
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