Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT SOLUTION INC | 05-07-2024 | 03-31-2024 | 38 | 369,083,526 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 1 | $210,113,754 | 6,106,183 | 0.06 | 0.06 | -68,861 | -1.12 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2 | $28,542,848 | 500,927 | 0.01 | 0.01 | -4,493 | -0.89 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 3 | $22,494,957 | 711,641 | 0.01 | 0.01 | -4,701 | -0.66 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 4 | $19,120,216 | 635,223 | 0.01 | 0.01 | 1,061 | 0.17 | 03-31-2024 |
