Dallas, TXCIK 19089384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
699 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.20M | $153.67M | 10.6% | +248.0K | Added |
| 2 | Dimensional ETF Trust | 3.22M | $137.19M | 9.4% | +69.0K | Added |
| 3 | American Centy ETF Tr | 1.33M | $100.72M | 6.9% | +42.5K | Added |
| 4 | Vanguard Index Fds |
| 146.1K |
| $91.62M |
| 6.3% |
| +12.0K |
| Added |
| 5 | Dimensional ETF Trust | 2.05M | $77.90M | 5.4% | +194.6K | Added |
| 6 | American Centy ETF Tr | 737.3K | $75.19M | 5.2% | +31.7K | Added |
| 7 | Dimensional ETF Trust | 1.27M | $59.12M | 4.1% | −11.6K | Reduced |
| 8 | Dimensional ETF Trust | 1.17M | $58.48M | 4.0% | −14.0K | Reduced |
| 9 | American Centy ETF Tr | 661.3K | $51.99M | 3.6% | +61.1K | Added |
| 10 | Vanguard Tax-Managed Fds | 729.1K | $45.55M | 3.1% | +11.4K | Added |
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