Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Applied Capital LLC (CIK 1862965) reported $267.9M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($53.7M, 20.05%), VOO ($34.3M, 12.82%), VEA ($21.7M, 8.08%), VTI ($18.5M, 6.89%), DFIC ($16.3M, 6.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $53.7M | 20.05% | 1.4M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $34.3M | 12.82% | 57,464 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $21.7M | 8.08% | 337,884 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $18.5M | 6.89% | 57,554 | Trimmed |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $16.3M | 6.07% | 457,745 | Trimmed |
| 6 | BNDW | VANGUARD SCOTTSDALE FDS | $15.0M | 5.61% | 219,720 | Added |
| 7 | VXF | VANGUARD INDEX FDS | $14.3M | 5.35% | 69,671 | Added |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $12.9M | 4.83% | 351,635 | Added |
| 9 | VXUS | VANGUARD STAR FDS | $11.5M | 4.28% | 148,516 | Trimmed |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $8.7M | 3.25% | 161,113 | Added |
| 11 | DFGP | DIMENSIONAL ETF TRUST | $6.4M | 2.38% | 117,867 | Added |
| 12 | DFCF | DIMENSIONAL ETF TRUST | $5.5M | 2.07% | 131,127 | Added |
| 13 | DIHP | DIMENSIONAL ETF TRUST | $4.9M | 1.84% | 152,634 | Added |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $2.9M | 1.09% | 46,620 | Hold |
| 15 | BALT | INNOVATOR ETFS TRUST | $2.8M | 1.04% | 83,046 | Added |
| 16 | DFUS | DIMENSIONAL ETF TRUST | $2.5M | 0.95% | 35,929 | Added |
| 17 | DEXC | DIMENSIONAL ETF TRUST | $2.5M | 0.95% | 39,102 | Trimmed |
| 18 | DFAX | DIMENSIONAL ETF TRUST | $2.5M | 0.95% | 74,578 | Added |
| 19 | DFAR | DIMENSIONAL ETF TRUST | $2.4M | 0.88% | 99,658 | Added |
| 20 | VUSB | VANGUARD BD INDEX FDS | $2.4M | 0.88% | 47,522 | Added |
| 21 | DFSD | DIMENSIONAL ETF TRUST | $2.2M | 0.83% | 46,460 | Added |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $2.1M | 0.77% | 38,926 | Hold |
| 23 | DUSB | DIMENSIONAL ETF TRUST | $2.0M | 0.74% | 38,890 | Trimmed |
| 24 | DEHP | DIMENSIONAL ETF TRUST | $1.8M | 0.67% | 53,094 | Trimmed |
| 25 | DFEM | DIMENSIONAL ETF TRUST | $1.8M | 0.66% | 51,287 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31