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| Name: |
Advisory Services & Investments LLC |
| City: |
BEND |
| State: |
OR |
| Zip: |
97702 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFIC |
Dfa Dimensional Internation... |
1 |
- |
$0.00 |
$20,692,000 |
773,537 |
14.27% |
1,409,000 |
18,218 |
0.086 |
N/A |
|
|
VO |
Vanguard Mid Cap VIPERS |
2 |
- |
$241.35 |
$15,045,000 |
60,213 |
10.38% |
1,619,000 |
2,500 |
0.03 |
Closed - End Fund - E... |
|
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DFAS |
Dimensional U S Small Cap Etf |
3 |
- |
$60.17 |
$12,430,000 |
199,397 |
8.57% |
777,000 |
3,937 |
0.222 |
N/A |
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DFEM |
Dfa Dimensional Emerging Ma... |
7 |
- |
$0.00 |
$10,172,000 |
399,058 |
7.02% |
701,000 |
19,598 |
0.386 |
N/A |
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DFSV |
Dfa Dimensional Us Small Ca... |
9 |
- |
$0.00 |
$6,306,000 |
209,501 |
4.35% |
325,000 |
4,111 |
0.233 |
N/A |
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MSFT |
Microsoft Corp |
10 |
- |
$429.17 |
$6,256,000 |
14,869 |
4.32% |
823,000 |
422 |
0 |
Application Software |
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DFGR |
Dfa Dimensional Global Real... |
11 |
- |
$0.00 |
$5,708,000 |
223,570 |
3.94% |
195,000 |
11,366 |
0.248 |
N/A |
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DFLV |
Dfa Dimensional Us Large Ca... |
12 |
- |
$0.00 |
$4,395,000 |
146,565 |
3.03% |
1,008,000 |
21,358 |
0.163 |
N/A |
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