Fort Worth, TXCIK 19501184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
96 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.52M | $86.82M | 13.6% | −13.7K | Reduced |
| 2 | Dimensional ETF Trust | 1.99M | $84.56M | 13.2% | +24.0K | Added |
| 3 | Dimensional ETF Trust | 1.77M | $82.60M | 12.9% | +124.6K | Added |
| 4 | Dimensional ETF Trust |
| 1.13M |
| $61.01M |
| 9.5% |
| +180.7K |
| Added |
| 5 | Dimensional ETF Trust | 1.17M | $56.15M | 8.8% | +85.5K | Added |
| 6 | Dimensional ETF Trust | 886.7K | $30.34M | 4.7% | −162.7K | Reduced |
| 7 | Dimensional ETF Trust | 864.5K | $28.16M | 4.4% | −4.1K | Reduced |
| 8 | Dimensional ETF Trust | 580.3K | $27.04M | 4.2% | +44.0K | Added |
| 9 | Dimensional ETF Trust | 931.5K | $24.61M | 3.9% | +62.5K | Added |
| 10 | Dimensional ETF Trust | 606.4K | $23.06M | 3.6% | +89.6K | Added |
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