Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | 04-04-2022 | 03-31-2022 | 955 | 326,312,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 1 | $45,119,000 | 1,635,931 | 12.94 | 15.14 | 32,354 | 2.02 | 03-31-2022 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 2 | $37,196,000 | 798,535 | 10.67 | 12.37 | -290 | -0.04 | 03-31-2022 |
| DIMENSIONAL U.S. SMALL CAP ETF | ETF | 3 | $29,543,000 | 526,988 | 8.47 | 10.46 | -8,190 | -1.53 | 03-31-2022 |
| DIMENSIONAL INTERNATIONAL VALUE ETF | ETF | 4 | $22,028,000 | 657,942 | 6.32 | 7.11 | -6,782 | -1.02 | 03-31-2022 |
