Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
YOUR ADVOCATES LTD LLP 11-02-2023 09-30-2023 300 167,584,348
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Dimensional ETF Emerg. Markets Core Equity COM 1 $28,286,614 1,213,497 0.02 0.01 121,720 11.15 09-30-2023
Dimensional ETF Int'l Core Equity 2 COM 2 $25,193,716 1,078,960 0.02 0.01 23,465 2.22 09-30-2023
Schwab Fundamental US Large Company ETF COM 3 $20,423,122 364,894 0.01 0.01 2,373 0.65 09-30-2023
Schwab Fundamental Emerg Mkts Lg Co ETF COM 4 $14,067,886 536,533 0.01 0.01 -31,171 -5.49 09-30-2023
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