Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WPWEALTH LLP | 02-09-2024 | 12-31-2023 | 61 | 323,119,766 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 1 | $87,394,048 | 2,061,180 | 0.03 | 0.03 | 253,055 | 14.00 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 2 | $47,169,098 | 1,847,595 | 0.01 | 0.01 | 227,770 | 14.06 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 3 | $31,763,954 | 955,307 | 0.01 | 0.01 | 96,631 | 11.25 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 4 | $27,078,954 | 1,001,070 | 0.01 | 0.01 | 204,462 | 25.67 | 12-31-2023 |
