Westlake Village, CACIK 20402244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
91 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.13M | $44.84M | 17.7% | +50.7K | Added |
| 2 | Dimensional ETF Trust | 328.8K | $19.66M | 7.8% | −10.0K | Reduced |
| 3 | American Centy ETF Tr | 152.1K | $17.00M | 6.7% | +7.9K | Added |
| 4 | Dimensional ETF Trust |
| 465.6K |
| $15.24M |
| 6.0% |
| +24.7K |
| Added |
| 5 | Dimensional ETF Trust | 203.7K | $13.25M | 5.2% | −4.3K | Reduced |
| 6 | Dimensional ETF Trust | 218.1K | $10.21M | 4.0% | +872 | Added |
| 7 | Dimensional ETF Trust | 260.8K | $8.99M | 3.5% | +11.7K | Added |
| 8 | Dimensional ETF Trust | 112.4K | $8.34M | 3.3% | +242 | Added |
| 9 | Dimensional ETF Trust | 149.3K | $7.16M | 2.8% | +35.3K | Added |
| 10 | Dimensional ETF Trust | 105.8K | $6.30M | 2.5% | −343 | Reduced |
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