Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AWM CAPITAL LLC | 04-19-2024 | 03-31-2024 | 82 | 599,694,527 |
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 | $79,754,333 | 2,496,223 | 0.01 | 0.01 | 117,612 | 4.94 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 2 | $66,747,090 | 2,495,218 | 0.01 | 0.01 | 36,496 | 1.48 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 3 | $65,399,762 | 1,900,603 | 0.01 | 0.01 | 249,737 | 15.13 | 03-31-2024 |
| ISHARES TR | 0-3 MNTH TREASRY | 4 | $47,337,628 | 470,039 | 0.01 | 0.01 | 10,356 | 2.25 | 03-31-2024 |
