Instuitional Investor - Ml & R Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Ml & R Wealth Management Llc |
| Portfolio Value | $441,668,498 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,342,210 | $121,396,740 | 27.48% | |
| 2. | Dimensional Etf Trust | 2,241,376 | $83,424,002 | 18.88% | |
| 3. | Dimensional Etf Trust | 862,018 | $45,109,426 | 10.21% | |
| 4. | Dimensional Etf Trust | 751,964 | $44,832,093 | 10.15% | |
| 5. | Dimensional Etf Trust | 893,887 | $30,713,966 | 6.95% |
