Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMARK ADVISORY GROUP LLC | 02-14-2024 | 12-31-2023 | 117 | 170,509,540 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1 | $17,065,467 | 458,502 | 0.01 | 10.59 | 60,330 | 15.15 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2 | $11,431,644 | 220,560 | 0.01 | 6.62 | 30,741 | 16.19 | 12-31-2023 |
| APPLE INC | COM | 3 | $8,962,101 | 46,549 | 0.01 | 5.67 | 872 | 1.91 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 4 | $7,069,528 | 241,858 | 0.00 | 4.55 | 13,925 | 6.11 | 12-31-2023 |
