Fund HoldingsDIMENSION CAPITAL MANAGEMENT LLC

Total Portfolio Value
$620.37M
Total Bought
$104.56M
Total Sold
$20.58M
Net Transaction
+$83.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0969,011+969,011088,59714.28%+88,597
SURGERY PARTNERS INC(SGRY)172,598422,476+249,8785,5658,9441.44%+3,379
CONCENTRIX CORP(CNXC)038,261+38,26101,6560.27%+1,656
SPDR S&P 500 ETF TR(SPY)173,211171,200-2,01199,383100,33816.17%+955
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
95,925103,333+7,40817,18618,1072.92%+921
INVESCO QQQ TR32,14232,214+7215,68816,4692.65%+781
ISHARES TR17,44018,074+6346,5477,2581.17%+712
MORGAN STANLEY(MS)26,27026,27002,7383,3030.53%+564
APOLLO GLOBAL MGMT INC(APO)14,44614,244-2021,8042,3530.38%+548
SSGA ACTIVE ETF TR
ST STR BL LN ETF
013,020+13,02005430.09%+543
TESLA INC(TSLA)01,221+1,22104930.08%+493
ISHARES TR110,693116,043+5,35012,94713,3702.16%+424
ISHARES TR63,05164,801+1,75013,92814,3182.31%+391
INVESCO EXCH TRADED FD TR II
SR LN ETF
017,840+17,84003760.06%+376
APPLE INC(AAPL)22,62122,450-1715,2715,6220.91%+351
CVS HEALTH CORP(CVS)07,624+7,62403420.06%+342
AMAZON COM INC(AMZN)10,27910,270-91,9162,2530.36%+337
BROADCOM INC(AVGO)01,350+1,35003130.05%+313
ALPHABET INC(GOOG)014,456+14,45602,7530.44%+2,753
TIDAL TR II010,000+10,00002630.04%+263
BLACKSTONE INC(BX)13,06413,06402,0002,2520.36%+252
ISHARES TR
RUSEL 2500 ETF
03,665+3,66502490.04%+249
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,222+1,22202410.04%+241
WARBY PARKER INC(WRBY)09,550+9,55002310.04%+231
ISHARES BITCOIN TRUST ETF(IBIT)6,4478,571+2,1242334550.07%+222
SPOTIFY TECHNOLOGY S A(SPOT)2,1102,11007789440.15%+166
COINBASE GLOBAL INC(COIN)2,4952,437-584456050.10%+160
VISA INC(V)3,7883,766-221,0421,1900.19%+149
VALE S A011,516+11,51601020.02%+102
ISHARES TR18,07919,654+1,5751,4521,5460.25%+94
ETF OPPORTUNITIES TRUST010,500+10,5000800.01%+80
EXPEDIA GROUP INC(EXPE)2,0262,02603003780.06%+78
ISHARES TR33,98135,250+1,2696,4506,5261.05%+76
ISHARES TR38,44837,801-64722,18122,2523.59%+71
RIVIAN AUTOMOTIVE INC(RIVN)14,79715,616+8191662080.03%+42
ALPHABET INC(GOOG)7,8077,022-7851,2951,3290.21%+34
SELECT SECTOR SPDR TR
ST STR FINL ETF
43,59141,337-2,2541,9761,9980.32%+22
VANGUARD INDEX FDS2,9592,95908388580.14%+20
JPMORGAN CHASE & CO.(JPM)969934-352042240.04%+20
VANGUARD INDEX FDS1,5651,56508268430.14%+17
RAPT THERAPEUTICS INC010,507+10,5070170.00%+17
NVIDIA CORPORATION(NVDA)16,03414,622-1,4121,9471,9640.32%+16
HYATT HOTELS CORP(H)2,6112,628+173974130.07%+15
SELECT SECTOR SPDR TR
ST STR TECHN ETF
90990902052110.03%+6
EATON CORP PLC(ETN)3,2953,307+121,0921,0970.18%+5
MARKEL GROUP INC(MKL)162150-122542590.04%+5
HALEON PLC(HLN)14,32116,010+1,6891521530.02%+1
SELECT SECTOR SPDR TR
ST STR INDL ETF
5,3955,551+1567317310.12%+1
META PLATFORMS INC(META)603590-133453450.06%0
PROSPECT CAP CORP(PSEC)00023220.00%-0
PHILIP MORRIS INTL INC(PM)2,8072,80703413380.05%-3
PIMCO ETF TR
1-5 US TIP IDX
7,4837,48303953910.06%-4
ISHARES TR4,5834,58303813760.06%-5
SPDR SER TR
ST PORT HIGH ETF
9,8299,82902362310.04%-6
ISHARES TR03,873+3,87307390.12%+739
VANGUARD INDEX FDS1,5531,55302712630.04%-8
INVESCO EXCH TRADED FD TR II26,23226,23206586480.10%-10
ISHARES TR4,0324,03206736620.11%-11
VANGUARD BD INDEX FDS3,5303,53002652540.04%-11
AMBEV SA(ABEV)19,16519,165047350.01%-11
ISHARES TR10,50010,50005705590.09%-12
ORACLE CORP(ORCL)8,3678,483+1161,4261,4140.23%-12
CAMDEN PPTY TR(CPT)01,839+1,83902130.03%+213
ISHARES TR2,5132,51302842690.04%-15
NOVO-NORDISK A S(NVO)2,4633,213+7502932760.04%-17
ISHARES TR
HDG MSCI EAFE
28,70328,70301,0179970.16%-19
LUMINAR TECHNOLOGIES INC21,7830-21,783200-20
DBX ETF TR32,10432,10401,3491,3290.21%-20
RTX CORPORATION(RTX)4,0234,02304874660.08%-22
SPDR SER TR
ST TERM HIGH ETF
45,29245,293+11,1661,1440.18%-23
RESTAURANT BRANDS INTL INC(QSR)3,5013,50102522280.04%-24
S&P GLOBAL INC(SPGI)1,9431,950+71,0049710.16%-33
ISHARES TR6,5786,57803763430.06%-33
ISHARES TR5,3675,201-1665024630.07%-39
MICROSOFT CORP(MSFT)7,6817,748+673,3053,2660.53%-40
WHITEHORSE FIN INC28,33728,33703282740.04%-54
UBER TECHNOLOGIES INC(UBER)4,1434,219+763112540.04%-57
ISHARES TR6,6336,63306766170.10%-58
ISHARES TR
MSCI INDIA ETF
12,27012,492+2227186580.11%-61
BERKSHIRE HATHAWAY INC DEL7704,8384,7660.77%-72
LOCKHEED MARTIN CORP(LMT)72972904263540.06%-72
VANGUARD INDEX FDS7,6457,234-4111,8131,7380.28%-75
SPDR SER TR
ST STR SP BIOT
16,52017,287+7671,6321,5570.25%-75
ASML HOLDING N V
N Y REGISTRY SHS
782831+496525760.09%-76
UNITEDHEALTH GROUP INC(UNH)1,0071,011+45895110.08%-77
BERKSHIRE HATHAWAY INC DEL8,1268,069-573,7403,6580.59%-83
BRP INC(DOO)11,09811,09806615650.09%-96
ALIBABA GROUP HLDG LTD(BABA)4,5674,56704853870.06%-97
D R HORTON INC(DHI)2,3002,30004393220.05%-117
IQVIA HLDGS INC(IQV)3,6853,68508737240.12%-149
VANGUARD INTL EQUITY INDEX F10,3927,852-2,5404973460.06%-151
BARCLAYS BANK PLC(DJP)501,120498,693-2,42716,15616,0032.58%-153
ADAPTHEALTH CORP88,87087,144-1,7269988300.13%-168
ISHARES TR
CUR HD EURZN ETF
22,26517,853-4,4128186400.10%-179
ISHARES TR
MSCI CHINA ETF
51,99752,372+3752,6472,4540.40%-193
VANGUARD BD INDEX FDS2,6680-2,6682090-209
ISHARES TR8,8205,400-3,4205503360.05%-213
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
3,0120-3,0122390-239
SPDR GOLD TR(GLD)191,934191,641-29346,65146,4027.48%-249
ISHARES INC
MSCI JAPAN ETF
10,6657,375-3,2907634950.08%-268
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