Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMARK ADVISORY GROUP LLC | 05-17-2024 | 03-31-2024 | 116 | 182,341,502 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1 | $19,088,277 | 466,706 | 0.01 | 0.01 | 8,204 | 1.79 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2 | $12,764,565 | 224,018 | 0.01 | 0.01 | 3,458 | 1.57 | 03-31-2024 |
| APPLE INC | COM | 3 | $7,856,169 | 45,814 | 0.00 | 0.01 | -735 | -1.58 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 4 | $7,681,808 | 240,432 | 0.00 | 0.00 | -1,426 | -0.59 | 03-31-2024 |
