Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST FOUNDATION ADVISORS | 11-15-2023 | 09-30-2023 | 699 | 2,140,782,035 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FASTENAL CO | COM | 401 | $356,144 | 6,518 | 0.00 | 0.00 | 569 | 9.56 | 09-30-2023 |
| CADENCE DESIGN SYSTEM INC | COM | 402 | $355,199 | 1,516 | 0.00 | 0.00 | 102 | 7.21 | 09-30-2023 |
| UNITY SOFTWARE INC | COM | 403 | $354,111 | 11,281 | 0.00 | 0.00 | 1,839 | 19.48 | 09-30-2023 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 404 | $353,520 | 13,761 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
