South Jordan, UTCIK 21077511 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.18M | $70.79M | 26.8% | +1.18M | New Position |
| 2 | Dimensional ETF Trust | 811.9K | $60.28M | 22.8% | +811.9K | New Position |
| 3 | Dimensional ETF Trust | 1.50M | $51.82M | 19.6% | +1.50M | New Position |
| 4 |
| Dimensional ETF Trust |
| 766.5K |
| $32.65M |
| 12.4% |
| +766.5K |
| New Position |
| 5 | Dimensional ETF Trust | 432.3K | $23.46M | 8.9% | +432.3K | New Position |
| 6 | Dimensional ETF Trust | 614.2K | $20.34M | 7.7% | +614.2K | New Position |
| 7 | Dimensional ETF Trust | 101.5K | $4.87M | 1.8% | +101.5K | New Position |