Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREENSPRING ADVISORS LLC | 04-24-2024 | 03-31-2024 | 83 | 400,444,991 |
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 | $230,731,387 | 7,221,640 | 0.06 | 0.06 | 138,132 | 1.95 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 2 | $51,287,134 | 2,016,003 | 0.01 | 0.01 | 56,911 | 2.90 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 3 | $14,225,760 | 531,804 | 0.00 | 0.00 | 96,458 | 22.16 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 4 | $14,190,152 | 144,886 | 0.00 | 0.00 | 36,407 | 33.56 | 03-31-2024 |
