Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SJS INVESTMENT CONSULTING INC | 07-16-2024 | 06-30-2024 | 2105 | 516,273,010 |
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 | $292,212,166 | 9,063,653 | 0.06 | 0.06 | 24,958 | 0.28 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 2 | $40,494,761 | 1,540,310 | 0.01 | 0.01 | 118,624 | 8.34 | 06-30-2024 |
| ELI LILLY & CO | COM | 3 | $17,296,381 | 19,104 | 0.00 | 0.00 | 51 | 0.27 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 4 | $14,969,030 | 318,490 | 0.00 | 0.00 | 23,134 | 7.83 | 06-30-2024 |
