Tulsa, OKCIK 20558294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 754.1K | $29.86M | 21.6% | −15.2K | Reduced |
| 2 | Dimensional ETF Trust | 264.5K | $19.48M | 14.1% | −5.7K | Reduced |
| 3 | Dimensional ETF Trust | 397.2K | $19.05M | 13.8% | +14.1K | Added |
| 4 | Dimensional ETF Trust |
| 394.8K |
| $13.60M |
| 9.8% |
| −15.4K |
| Reduced |
| 5 | Dimensional ETF Trust | 233.6K | $12.30M | 8.9% | +10.6K | Added |
| 6 | Dimensional ETF Trust | 287.6K | $12.24M | 8.9% | +11.5K | Added |
| 7 | Dimensional ETF Trust | 125.0K | $6.78M | 4.9% | +4.9K | Added |
| 8 | Dimensional ETF Trust | 182.3K | $6.03M | 4.4% | −4.0K | Reduced |
| 9 | Tidal Trust I | 35.0K | $1.79M | 1.3% | −1.0K | Reduced |
| 10 | Dimensional ETF Trust | 64.9K | $1.72M | 1.2% | +3.6K | Added |
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