Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUTERBACH FINANCIAL ADVISORS LLC | 05-08-2024 | 03-31-2024 | 66 | 152,364,284 |
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 | $41,559,499 | 1,300,767 | 0.03 | 0.03 | -34,978 | -2.62 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 2 | $21,311,635 | 391,542 | 0.01 | 0.02 | -31,479 | -7.44 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 3 | $11,853,474 | 465,938 | 0.01 | 0.01 | -18,049 | -3.73 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 4 | $10,664,285 | 260,740 | 0.01 | 0.01 | -35,719 | -12.05 | 03-31-2024 |
