Plantation, FLCIK 19439374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.10M | $51.57M | 31.1% | +48.5K | Added |
| 2 | Dimensional ETF Trust | 497.9K | $23.87M | 14.4% | −19.9K | Reduced |
| 3 | Dimensional ETF Trust | 318.0K | $23.59M | 14.2% | +248 | Added |
| 4 | Dimensional ETF Trust |
| 377.3K |
| $14.38M |
| 8.7% |
| −2.7K |
| Reduced |
| 5 | Dimensional ETF Trust | 260.4K | $11.08M | 6.7% | +82.9K | Added |
| 6 | Dimensional ETF Trust | 296.7K | $10.23M | 6.2% | −29.4K | Reduced |
| 7 | Dimensional ETF Trust | 251.9K | $8.21M | 5.0% | +27.6K | Added |
| 8 | Ishares Tr | 136.2K | $5.37M | 3.2% | −455 | Reduced |
| 9 | Ishares Tr | 4.6K | $3.15M | 1.9% | −130 | Reduced |
| 10 | Vanguard Specialized Funds | 14.0K | $3.07M | 1.9% | −1.4K | Reduced |
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