Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRITERION CAPITAL ADVISORS LLC | 04-17-2024 | 03-31-2024 | 345 | 150,040,451 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 1 | $18,414,029 | 688,375 | 0.01 | 688,375 | +Inf | 03-31-2024 | |
| GOLDMAN SACHS ETF TR | ACCESS INVT GR | 2 | $15,733,488 | 343,597 | 0.01 | 343,597 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 3 | $6,483,839 | 202,937 | 0.00 | 202,937 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 4 | $6,449,510 | 103,457 | 0.00 | 103,457 | +Inf | 03-31-2024 |
