Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VANCE WEALTH INC | 04-30-2024 | 03-31-2024 | 94 | 251,030,580 |
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 | $54,197,930 | 1,696,336 | 0.02 | 0.02 | -691 | -0.04 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 2 | $27,836,507 | 1,094,202 | 0.01 | 0.01 | 18,598 | 1.73 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 3 | $14,164,263 | 87,299 | 0.01 | 0.01 | -24 | -0.03 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 4 | $13,224,605 | 439,356 | 0.01 | 0.01 | 1,481 | 0.34 | 03-31-2024 |
