Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DISCIPLINED EQUITY MANAGEMENT INC | 04-18-2024 | 03-31-2024 | 59 | 150,541,278 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1 | $27,784,107 | 679,318 | 0.02 | 0.02 | 29,553 | 4.55 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2 | $27,769,203 | 487,350 | 0.02 | 0.02 | 3,662 | 0.76 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 3 | $18,784,175 | 345,107 | 0.01 | 0.01 | 12,783 | 3.85 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 4 | $18,250,721 | 292,761 | 0.01 | 0.01 | 6,373 | 2.23 | 03-31-2024 |
