Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RS CRUM INC | 05-13-2024 | 03-31-2024 | 81 | 366,650,446 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 1 | $58,055,314 | 757,210 | 0.02 | 0.02 | 11,333 | 1.52 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $46,943,765 | 1,469,288 | 0.01 | 0.01 | 180,105 | 13.97 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 3 | $37,269,521 | 654,081 | 0.01 | 0.01 | 200,136 | 44.09 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 4 | $29,635,318 | 1,107,862 | 0.01 | 0.01 | 93,078 | 9.17 | 03-31-2024 |
