Dunedin, FLCIK 18028164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
142 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.17M | $46.48M | 14.6% | −16.9K | Reduced |
| 2 | Spdr Series Trust | 532.2K | $42.69M | 13.4% | +6.3K | Added |
| 3 | Dimensional ETF Trust | 348.8K | $14.84M | 4.7% | +1.6K | Added |
| 4 | Dimensional ETF Trust |
| 419.7K |
| $14.46M |
| 4.5% |
| −18.1K |
| Reduced |
| 5 | Dimensional ETF Trust | 294.8K | $14.14M | 4.4% | +3.2K | Added |
| 6 | Ishares Tr | 86.5K | $12.89M | 4.0% | −7.9K | Reduced |
| 7 | Ishares Tr | 207.6K | $9.66M | 3.0% | +30.3K | Added |
| 8 | Ishares Tr | 131.1K | $9.36M | 2.9% | +165 | Added |
| 9 | Ishares Tr | 71.3K | $8.13M | 2.5% | +3.8K | Added |
| 10 | Schwab Strategic Tr | 342.0K | $7.99M | 2.5% | +30.7K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio