Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALTIORA FINANCIAL GROUP LLC 08-12-2024 06-30-2024 84 416,550,398
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 $99,709,678 3,092,732 0.02 0.03 -181,383 -5.54 06-30-2024
DIMENSIONAL ETF TRUST WORLD EX US CORE 2 $38,083,957 1,498,189 0.01 0.01 158,200 11.81 06-30-2024
SCHWAB STRATEGIC TR SHT TM US TRES 3 $25,726,914 534,530 0.01 0.01 16,448 3.17 06-30-2024
DIMENSIONAL ETF TRUST SHORT DURATION F 4 $25,008,444 532,095 0.01 532,095 +Inf 06-30-2024
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