The Dalles, ORCIK 20410654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.42M | $135.6K | 31.8% | +12.6K | Added |
| 2 | Dimensional ETF Trust | 1.39M | $75.1K | 17.6% | +46.4K | Added |
| 3 | Dimensional ETF Trust | 1.39M | $47.8K | 11.2% | +19.8K | Added |
| 4 | Dimensional ETF Trust |
| 837.4K |
| $27.5K |
| 6.5% |
| +15.7K |
| Added |
| 5 | Dimensional ETF Trust | 718.4K | $27.3K | 6.4% | +11.7K | Added |
| 6 | Dimensional ETF Trust | 537.3K | $17.6K | 4.1% | +3.6K | Added |
| 7 | Dimensional ETF Trust | 514.1K | $17.0K | 4.0% | +76 | Added |
| 8 | Dimensional ETF Trust | 429.8K | $16.3K | 3.8% | +2.2K | Added |
| 9 | Dimensional ETF Trust | 492.9K | $15.6K | 3.7% | +6.5K | Added |
| 10 | Dimensional ETF Trust | 197.7K | $9.5K | 2.2% | +11.3K | Added |
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