Instuitional Investor - Ml & R Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Ml & R Wealth Management Llc |
| Portfolio Value | $435,177,144 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,216,646 | $126,304,464 | 29.02% | |
| 2. | Dimensional Etf Trust | 2,121,390 | $86,764,841 | 19.94% | |
| 3. | Dimensional Etf Trust | 813,319 | $44,268,949 | 10.17% | |
| 4. | Dimensional Etf Trust | 703,655 | $43,865,862 | 10.08% | |
| 5. | Dimensional Etf Trust | 823,596 | $30,267,154 | 6.96% |
