Allen, TXCIK 20684474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 729.8K | $28.89M | 24.7% | −7.7K | Reduced |
| 2 | Dimensional ETF Trust | 623.4K | $21.48M | 18.4% | −16.3K | Reduced |
| 3 | Dimensional ETF Trust | 279.0K | $13.00M | 11.1% | −5.2K | Reduced |
| 4 | Dimensional ETF Trust |
| 364.2K |
| $12.05M |
| 10.3% |
| −4.2K |
| Reduced |
| 5 | Dimensnl Ultrashrt Fixed | 190.9K | $9.67M | 8.3% | +5.7K | Added |
| 6 | Dimensional ETF Trust | 226.9K | $9.43M | 8.1% | +11.4K | Added |
| 7 | Dimensional ETF Trust | 131.2K | $6.29M | 5.4% | +5.2K | Added |
| 8 | Dimensional ETF Trust | 193.7K | $5.12M | 4.4% | +12.5K | Added |
| 9 | Vanguard Malvern Fds | 47.6K | $2.35M | 2.0% | −403 | Reduced |
| 10 | Dimensional ETF Trust | 57.6K | $1.88M | 1.6% | 0 | Held |
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