Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BAKER BOYER NATIONAL BANK | 04-12-2024 | 03-31-2024 | 80 | 290,368,365 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX EXEMPT BOND ETF | MUTUAL FUND/TX EXPT/CEF & ETF | 1 | $60,364,207 | 1,193,206 | 0.02 | 0.02 | -111 | -0.01 | 03-31-2024 |
| DIMENSIONAL U.S. CORE EQUIT Y II ETF | CLOSED END FD/EQ CEF&ETF | 2 | $58,011,228 | 1,815,690 | 0.02 | 0.02 | 57,638 | 3.28 | 03-31-2024 |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | CLOSED END/INTL EQ CEF&ETF | 3 | $42,774,589 | 1,682,055 | 0.01 | 0.01 | 73,836 | 4.59 | 03-31-2024 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | CLOSED END FD/EQ CEF&ETF | 4 | $21,075,195 | 515,287 | 0.01 | 0.01 | -5,137 | -0.99 | 03-31-2024 |
