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.
Timonier Family Office, LTD. (CIK 2038170) reported $315.1M across 56 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: DUHP ($40.0M, 12.69%), DFAU ($36.4M, 11.54%), DFUV ($35.7M, 11.32%), DFUS ($28.4M, 9.02%), DFAS ($20.7M, 6.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | $40.0M | 12.69% | 1.1M | Added |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $36.4M | 11.54% | 777,232 | Added |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $35.7M | 11.32% | 765,891 | Trimmed |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $28.4M | 9.02% | 383,354 | Trimmed |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $20.7M | 6.56% | 296,472 | Added |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $14.3M | 4.53% | 414,203 | Added |
| 7 | DFSV | DIMENSIONAL ETF TRUST | $14.2M | 4.50% | 431,045 | Added |
| 8 | SPSB | SPDR SERIES TRUST | $11.1M | 3.53% | 367,857 | Added |
| 9 | AGG | ISHARES TR | $11.0M | 3.50% | 110,467 | Added |
| 10 | DFIS | DIMENSIONAL ETF TRUST | $10.9M | 3.46% | 330,672 | Added |
| 11 | DFEM | DIMENSIONAL ETF TRUST | $10.1M | 3.20% | 305,037 | Added |
| 12 | DIHP | DIMENSIONAL ETF TRUST | $10.0M | 3.19% | 317,032 | Added |
| 13 | DFAR | DIMENSIONAL ETF TRUST | $9.3M | 2.96% | 406,986 | Added |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $7.6M | 2.42% | 128,151 | Trimmed |
| 15 | LOW | LOWES COS INC | $6.1M | 1.92% | 25,127 | Trimmed |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $6.0M | 1.89% | 119,333 | Trimmed |
| 17 | DFEV | DIMENSIONAL ETF TRUST | $5.1M | 1.61% | 150,467 | Added |
| 18 | AVEE | AMERICAN CENTY ETF TR | $4.9M | 1.56% | 78,632 | Added |
| 19 | DFAI | DIMENSIONAL ETF TRUST | $3.6M | 1.13% | 93,280 | Trimmed |
| 20 | VTEB | VANGUARD MUN BD FDS | $3.1M | 0.99% | 62,174 | Trimmed |
| 21 | SPHY | SPDR SERIES TRUST | $2.6M | 0.81% | 107,883 | Added |
| 22 | DFAE | DIMENSIONAL ETF TRUST | $2.2M | 0.71% | 68,893 | Trimmed |
| 23 | DFNM | DIMENSIONAL ETF TRUST | $2.1M | 0.68% | 44,346 | Trimmed |
| 24 | VTEI | VANGUARD MUN BD FDS | $1.9M | 0.59% | 18,441 | Trimmed |
| 25 | IWV | ISHARES TR | $1.7M | 0.55% | 4,468 | Hold |
Source: SEC Form 13F filings · as of 2025-12-31