Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE WEALTH DESIGN LLC | 05-14-2024 | 03-31-2024 | 787 | 401,228,276 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $56,476,029 | 1,767,638 | 0.01 | 0.01 | 429,716 | 32.12 | 03-31-2024 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 2 | $50,059,462 | 470,219 | 0.01 | 0.01 | 224,507 | 91.37 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 3 | $36,784,404 | 1,375,118 | 0.01 | 0.01 | 615,896 | 81.12 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 4 | $29,201,294 | 923,799 | 0.01 | 0.01 | 310,450 | 50.62 | 03-31-2024 |
