Midvale, UTCIK 21108171 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
57 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 424.8K | $16.82M | 19.2% | +424.8K | New Position |
| 2 | Dimensional ETF Trust | 357.5K | $11.70M | 13.4% | +357.5K | New Position |
| 3 | Dimensional ETF Trust | 133.2K | $7.01M | 8.0% | +133.2K | New Position |
| 4 |
| Janus Detroit Str Tr |
| 125.0K |
| $6.32M |
| 7.2% |
| +125.0K |
| New Position |
| 5 | Blackrock ETF Trust II | 112.3K | $5.81M | 6.6% | +112.3K | New Position |
| 6 | Dimensional ETF Trust | 118.4K | $5.04M | 5.8% | +118.4K | New Position |
| 7 | Invesco Actively Managed Exc | 179.8K | $4.51M | 5.2% | +179.8K | New Position |
| 8 | Dimensional ETF Trust | 71.9K | $2.73M | 3.1% | +71.9K | New Position |
| 9 | Dimensional ETF Trust | 66.6K | $2.28M | 2.6% | +66.6K | New Position |
| 10 | Dimensional ETF Trust | 61.6K | $2.01M | 2.3% | +61.6K | New Position |
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