Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 05-10-2024 | 03-31-2024 | 3350 | 369,363,962,727 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | ETF | Liquidated | $0 | 0 | 0.00 | 20,000 | +Inf | 12-31-2023 | |
| CITIZENS INC | CL A | 4302 | $988,867 | 462,087 | 0.00 | 0.00 | -45,534 | -8.97 | 03-31-2024 |
| 908 DEVICES INC | COM | 4303 | $982,927 | 130,189 | 0.00 | 0.00 | 19,234 | 17.33 | 03-31-2024 |
| VIRGINIA NATL BANKSHARES COR | COM | 4304 | $982,856 | 32,653 | 0.00 | 0.00 | 2,058 | 6.73 | 03-31-2024 |
