Fund HoldingsDIMENSION CAPITAL MANAGEMENT LLC

Total Portfolio Value
$480.80M
Total Bought
$68.79M
Total Sold
$26.58M
Net Transaction
+$42.21M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR0109,077+109,077010,5142.19%+10,514
ISHARES TR0831,580+831,580084,63117.60%+84,631
ISHARES TR074,345+74,34508,0481.67%+8,048
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
32,38265,072+32,6904,58810,2682.14%+5,680
SPDR GOLD TR(GLD)0185,019+185,019035,3707.36%+35,370
APPLE INC(AAPL)024,545+24,54504,7260.98%+4,726
SPDR S&P 500 ETF TR(SPY)0169,462+169,462080,54916.75%+80,549
MORGAN STANLEY(MS)031,006+31,00602,8910.60%+2,891
MICROSOFT CORP(MSFT)08,588+8,58803,2290.67%+3,229
ISHARES TR0203,718+203,71808,1921.70%+8,192
BLACKSTONE INC(BX)013,255+13,25501,7350.36%+1,735
ISHARES TR142,442152,638+10,1969,81711,5012.39%+1,684
ALPHABET INC(GOOG)014,582+14,58202,0550.43%+2,055
APOLLO GLOBAL MGMT INC(APO)015,002+15,00201,3980.29%+1,398
ISHARES TR016,320+16,32001,2630.26%+1,263
AMAZON COM INC(AMZN)4,54411,785+7,2415781,7910.37%+1,213
BERKSHIRE HATHAWAY INC DEL08,152+8,15202,9070.60%+2,907
IQVIA HLDGS INC(IQV)03,685+3,68508530.18%+853
S&P GLOBAL INC(SPGI)01,929+1,92908500.18%+850
MAPLEBEAR INC(CART)035,000+35,00008210.17%+821
EATON CORP PLC(ETN)03,203+3,20307710.16%+771
ISHARES TR14,29114,987+6963,8014,5440.95%+742
INVESCO QQQ TR36,28333,531-2,75212,99913,7322.86%+733
NVIDIA CORPORATION(NVDA)7762,016+1,2403389990.21%+661
ISHARES TR25,14326,989+1,8463,8174,4600.93%+643
UNITEDHEALTH GROUP INC(UNH)01,146+1,14606030.13%+603
ASML HOLDING N V
N Y REGISTRY SHS
0782+78205920.12%+592
VISA INC(V)1,4123,212+1,8003258360.17%+511
COINBASE GLOBAL INC(COIN)02,435+2,43504240.09%+424
FIRSTENERGY CORP(FE)010,379+10,37903800.08%+380
VANGUARD INTL EQUITY INDEX F106,616101,242-5,3746,1766,5281.36%+352
HYATT HOTELS CORP(H)02,364+2,36403080.06%+308
ISHARES TR039,511+39,511018,8763.93%+18,876
FIVE9 INC(FIVN)02,905+2,90502290.05%+229
MARRIOTT INTL INC NEW(MAR)01,000+1,00002260.05%+226
SSGA ACTIVE ETF TR
ST STR BL LN ETF
05,271+5,27102210.05%+221
BROADCOM INC(AVGO)0194+19402170.05%+217
DIREXION SHS ETF TR
DAILY FINANCIAL
02,600+2,60002150.04%+215
COSTCO WHSL CORP NEW(COST)0316+31602090.04%+209
VANGUARD BD INDEX FDS02,668+2,66802040.04%+204
META PLATFORMS INC(META)0574+57402030.04%+203
BOEING CO(BA)0771+77102010.04%+201
SELECT SECTOR SPDR TR
ST STR FINL ETF
47,83147,175-6561,5871,7740.37%+187
SNOWFLAKE INC(SNOW)3,5733,605+325467180.15%+172
VANGUARD INDEX FDS9,8379,502-3351,8602,0270.42%+167
SPDR SER TR
ST STR SP BIOT
9,0889,08806648110.17%+148
DBX ETF TR29,90532,104+2,1991,0441,1870.25%+144
DOORDASH INC(DASH)6,8276,82705436750.14%+133
FORESTAR GROUP INC(FOR)21,40421,40405777080.15%+131
JPMORGAN CHASE & CO(JPM)3,9444,126+1825727020.15%+130
D R HORTON INC(DHI)2,3002,30002473500.07%+102
EXPEDIA GROUP INC(EXPE)2,0262,02602093080.06%+99
ISHARES TR6,6336,63305186060.13%+88
VANGUARD INDEX FDS1,5331,565+326026840.14%+82
BERKSHIRE HATHAWAY INC DEL7703,7203,7980.79%+78
SPOTIFY TECHNOLOGY S A(SPOT)2,1102,11003263960.08%+70
PALANTIR TECHNOLOGIES INC(PLTR)22,13124,517+2,3863544210.09%+67
ALPHABET INC(GOOG)5,3925,524+1327067720.16%+66
ISHARES TR
MSCI INDIA ETF
11,35911,635+2765025680.12%+66
SELECT SECTOR SPDR TR
ST STR INDL ETF
5,0335,050+175105760.12%+65
UBER TECHNOLOGIES INC(UBER)4,7074,401-3062172710.06%+55
CITIGROUP INC(C)5,1985,19802142670.06%+54
RTX CORPORATION(RTX)4,5574,408-1493283710.08%+43
RESTAURANT BRANDS INTL INC(QSR)3,5013,50102332740.06%+40
INVESCO EXCH TRADED FD TR II26,23226,23206166550.14%+40
LUMINAR TECHNOLOGIES INC18,78336,783+18,000851240.03%+38
ISHARES TR8,9088,90804194550.09%+36
LOCKHEED MARTIN CORP(LMT)80580503293650.08%+36
VANGUARD BD INDEX FDS5,3255,345+203723930.08%+22
PIMCO ETF TR
1-5 US TIP IDX
9,3989,39804714810.10%+10
SPDR SER TR
ST PORT HIGH ETF
9,8299,82902202300.05%+9
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
3,0123,01202262330.05%+7
INVESCO EXCH TRADED FD TR II
SR LN ETF
23,80023,80005005040.10%+5
PROCTER AND GAMBLE CO(PG)2,6542,668+143873910.08%+4
AMBEV SA(ABEV)13,87813,878036390.01%+3
ISHARES TR
CUR HD EURZN ETF
24,05522,265-1,7907397410.15%+2
PEPSICO INC(PEP)1,8961,89603213220.07%+1
PROSPECT CAP CORP(PSEC)00029300.01%+1
23ANDME HOLDING CO13,27813,278013120.00%-1
SOCIETAL CDMO INC10,59110,5910540.00%-1
ISHARES TR6,8356,030-8051,0511,0490.22%-3
TESLA INC(TSLA)2,3672,36705935890.12%-4
HOMOLOGY MEDICINES INC10,95010,95001370.00%-6
MARKEL GROUP INC(MKL)16216202392300.05%-9
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,6821,458-2242712610.05%-10
ATARA BIOTHERAPEUTICS INC14,00014,00002170.00%-14
ISHARES TR2,0191,764-2555034890.10%-15
WHITEHORSE FIN INC31,81231,81204063910.08%-15
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,7742,77402512330.05%-18
RIVIAN AUTOMOTIVE INC(RIVN)24,97024,97006065860.12%-20
ABSCI CORPORATION21,5840-21,584280-28
CISCO SYS INC(CSCO)9,2469,24604974670.10%-30
ISHARES TR
HDG MSCI EAFE
33,93331,379-2,5541,0219890.21%-33
ALIBABA GROUP HLDG LTD(BABA)4,0814,08103543160.07%-38
ISHARES INC
MSCI JAPAN ETF
12,08510,665-1,4207296840.14%-45
ISHARES TR3,2112,513-6983282780.06%-50
ISHARES TR
MSCI CHINA ETF
52,41252,41202,2692,1350.44%-134
VANGUARD INTL EQUITY INDEX F15,27511,115-4,1605994570.10%-142
VANGUARD INDEX FDS2,7601,553-1,2073812320.05%-149
ISHARES TR13,64510,205-3,4409347660.16%-167
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