Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSTREAM ADVISORS INC | 05-08-2024 | 03-31-2024 | 148 | 263,409,991 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 1 | $35,537,013 | 623,675 | 0.01 | 0.01 | -34,193 | -5.20 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $32,140,611 | 1,005,966 | 0.01 | 0.01 | 33,353 | 3.43 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 3 | $25,746,554 | 962,488 | 0.01 | 0.01 | 38,314 | 4.15 | 03-31-2024 |
| ISHARES TR | RUSSELL 3000 ETF | 4 | $16,387,260 | 54,610 | 0.01 | 0.01 | -1,762 | -3.13 | 03-31-2024 |
