Dallas, TXCIK 20579312 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
266 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.73M | $107.92M | 15.5% | +246.9K | Added |
| 2 | Dimensional ETF Trust | 1.01M | $54.81M | 7.9% | +145.1K | Added |
| 3 | Dimensional ETF Trust | 696.6K | $37.66M | 5.4% | +91.7K | Added |
| 4 | Dimensional ETF Trust |
| 774.4K |
| $26.69M |
| 3.8% |
| +77.7K |
| Added |
| 5 | Dimensional ETF Trust | 692.4K | $26.33M | 3.8% | +71.2K | Added |
| 6 | Dimensional ETF Trust | 795.9K | $26.18M | 3.8% | +80.4K | Added |
| 7 | Spdr Series Trust | 396.1K | $22.94M | 3.3% | −10.0K | Reduced |
| 8 | Vanguard Scottsdale Fds | 229.4K | $18.29M | 2.6% | −3.3K | Reduced |
| 9 | Capital Group Growth ETF | 337.2K | $14.99M | 2.2% | +14.5K | Added |
| 10 | Ishares Tr | 104.1K | $12.51M | 1.8% | −48 | Reduced |
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