Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOOMAN & ASSOCIATES | 05-14-2024 | 03-31-2024 | 39 | 239,971,798 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 1 | $92,499,110 | 2,531,448 | 0.04 | 0.04 | 115,062 | 4.76 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 2 | $34,916,053 | 1,305,273 | 0.01 | 0.01 | 118,629 | 10.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 3 | $21,205,819 | 831,927 | 0.01 | 0.01 | 91,838 | 12.41 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 4 | $16,291,493 | 398,325 | 0.01 | 0.01 | 13,605 | 3.54 | 03-31-2024 |
