Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNISON ADVISORS LLC | 04-12-2024 | 03-31-2024 | 179 | 1,012,713,544 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 201 | $504,563 | 13,730 | 0.00 | 0.00 | -3,564 | -20.61 | 03-31-2024 |
| RMR GROUP INC | CL A | 202 | $497,664 | 20,736 | 0.00 | 0.00 | 287 | 1.40 | 03-31-2024 |
| TEGNA INC | COM | 203 | $480,064 | 31,890 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MINERALS TECHNOLOGIES INC | COM | 204 | $479,985 | 6,376 | 0.00 | 0.00 | 9 | 0.14 | 03-31-2024 |
