Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AQUIRE WEALTH ADVISORS LLC | 08-14-2024 | 06-30-2024 | 43 | 297,704,937 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 1 | $126,322,172 | 3,369,490 | 0.04 | 0.04 | 140,081 | 4.34 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 2 | $34,255,843 | 1,154,562 | 0.01 | 0.01 | 77,850 | 7.23 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 3 | $27,545,568 | 1,064,769 | 0.01 | 0.01 | 51,695 | 5.10 | 06-30-2024 |
| SPDR SER TR | PORTFOLI S&P1500 | 4 | $21,862,312 | 329,500 | 0.01 | 0.01 | -10,708 | -3.15 | 06-30-2024 |
