Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLANNING CENTER INC | 06-30-2023 | 06-30-2023 | 70 | 393,550,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 1 | $62,776,888 | 2,693,131 | 0.02 | 22.51 | 1,325,496 | 96.92 | 06-30-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $58,179,136 | 2,142,878 | 0.01 | 19.24 | 1,105,551 | 106.58 | 06-30-2023 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 3 | $41,278,724 | 1,555,340 | 0.01 | 1,555,340 | +Inf | 06-30-2023 | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 4 | $37,440,765 | 1,529,443 | 0.01 | 1,529,443 | +Inf | 06-30-2023 |
