Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLANCORP LLC | 02-09-2024 | 12-31-2023 | 278 | 2,086,633,329 |
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 | $322,183,969 | 11,022,373 | 0.02 | 0.02 | -37,695 | -0.34 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2 | $272,176,270 | 5,251,327 | 0.01 | 0.01 | -217,093 | -3.97 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 3 | $252,451,071 | 6,782,673 | 0.01 | 0.01 | -28,838 | -0.42 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 4 | $102,493,484 | 4,197,112 | 0.00 | 0.01 | -20,827 | -0.49 | 12-31-2023 |
