Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH DIMENSIONS GROUP LTD | 02-09-2024 | 12-31-2023 | 135 | 315,762,489 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 1 | $37,276,227 | 639,058 | 0.01 | 0.01 | 19,341 | 3.12 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 2 | $22,722,123 | 155,057 | 0.01 | 0.01 | -1,777 | -1.13 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 3 | $22,347,870 | 780,303 | 0.01 | 0.00 | 321,060 | 69.91 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 4 | $19,708,577 | 41,263 | 0.01 | 0.01 | -418 | -1.00 | 12-31-2023 |
