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.
M Financial Asset Management, Inc. (CIK 1730083) reported $20.6M across 9 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: DFUV ($5.2M, 25.11%), VEU ($4.9M, 23.93%), DFIV ($4.1M, 19.70%), DFAS ($4.0M, 19.30%), VDE ($915,000, 4.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENTIONAL | $5.2M | 25.11% | 126,741 | Trimmed |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $4.9M | 23.93% | 85,644 | Trimmed |
| 3 | DFIV | DIMENTIONAL | $4.1M | 19.70% | 114,509 | Trimmed |
| 4 | DFAS | DIMENTIONAL | $4.0M | 19.30% | 61,293 | Trimmed |
| 5 | VDE | VANGUARD WORLD FDS | $915,000 | 4.43% | 7,550 | Trimmed |
| 6 | VAW | VANGUARD WORLD FDS | $663,000 | 3.21% | 3,531 | Trimmed |
| 7 | GUNR | FLEXSHARES | $383,000 | 1.85% | 9,415 | Trimmed |
| 8 | WOOD | ISHARES TR | $362,000 | 1.75% | 4,755 | Trimmed |
| 9 | MOO | VANECK VECTORS ETF TR | $147,000 | 0.71% | 2,282 | Trimmed |
Source: SEC Form 13F filings · as of 2024-12-31