HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 EA SERIES TRUST |
1,437,306 | +92,109 | $30,566 |
| BSVO | 1,437,306 | +92,109 | $30,566 |
| DIMENSIONAL ETF TRUST (DFAC) |
830,504 | +50,359 | $26,535 |
| DFAC | 830,504 | +50,359 | $26,535 |
| ISHARES TR (ITOT) |
127,968 | -3,733 | $14,755 |
| ITOT | 127,968 | -3,733 | $14,755 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
231,576 | +3,592 | $13,559 |
| VGIT | 231,576 | +3,592 | $13,559 |
| DIMENSIONAL ETF TRUST (DFIV) |
365,190 | +9,789 | $13,421 |
| DFIV | 365,190 | +9,789 | $13,421 |
| AMERICAN CENTY ETF TR (AVDV) |
203,665 | +24,894 | $13,413 |
| AVDV | 203,665 | +24,894 | $13,413 |
| DIMENSIONAL ETF TRUST (DFEM) |
380,628 | +66,044 | $9,702 |
| DFEM | 380,628 | +66,044 | $9,702 |
| ISHARES TR (IDEV) |
134,513 | +954 | $9,030 |
| IDEV | 134,513 | +954 | $9,030 |
| DIMENSIONAL ETF TRUST (DFSD) |
164,774 | +31,590 | $7,751 |
| DFSD | 164,774 | +31,590 | $7,751 |
| DIMENSIONAL ETF TRUST (DFUV) |
181,579 | +1,609 | $7,427 |
| DFUV | 181,579 | +1,609 | $7,427 |
| DIMENSIONAL ETF TRUST (DFGR) |
272,917 | +25,955 | $6,968 |
| DFGR | 272,917 | +25,955 | $6,968 |
| DIMENSIONAL ETF TRUST (DFAX) |
240,273 | -4,456 | $6,113 |
| DFAX | 240,273 | -4,456 | $6,113 |
| VANGUARD MALVERN FDS (VTIP) |
120,949 | +9,678 | $5,792 |
| VTIP | 120,949 | +9,678 | $5,792 |
| AMERICAN CENTY ETF TR (AVUV) |
32,733 | -1,205 | $3,067 |
| AVUV | 32,733 | -1,205 | $3,067 |
| DIMENSIONAL ETF TRUST (DFIC) |
66,768 | +26,846 | $1,786 |
| DFIC | 66,768 | +26,846 | $1,786 |
| DIMENSIONAL ETF TRUST (DFAT) |
21,718 | -13 | $1,182 |
| DFAT | 21,718 | -13 | $1,182 |
| DIMENSIONAL ETF TRUST (DISV) |
37,554 | -658 | $1,021 |
| DISV | 37,554 | -658 | $1,021 |
| ISHARES INC (IEMG) |
17,738 | -6,672 | $915 |
| IEMG | 17,738 | -6,672 | $915 |
| VANGUARD INDEX FDS (VTI) |
3,167 | UNCH | $823 |
| VTI | 3,167 | UNCH | $823 |
| COMMERCIAL METALS CO |
12,257 | -3,107 | $720 |
| CMC | 12,257 | -3,107 | $720 |
| VANGUARD BD INDEX FDS (BSV) |
7,896 | -11,305 | $605 |
| BSV | 7,896 | -11,305 | $605 |
| CHEVRON CORP NEW |
3,652 | UNCH | $576 |
| CVX | 3,652 | UNCH | $576 |
| MICROCHIP TECHNOLOGY INC. |
6,000 | UNCH | $538 |
| MCHP | 6,000 | UNCH | $538 |
| VANGUARD INDEX FDS (VBR) |
2,720 | UNCH | $522 |
| VBR | 2,720 | UNCH | $522 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
12,205 | UNCH | $510 |
| VWO | 12,205 | UNCH | $510 |
| EXXON MOBIL CORP |
4,220 | UNCH | $491 |
| XOM | 4,220 | UNCH | $491 |
| VANGUARD WORLD FD (ESGV) |
5,047 | UNCH | $470 |
| ESGV | 5,047 | UNCH | $470 |
| ISHARES TR (IVLU) |
15,701 | UNCH | $443 |
| IVLU | 15,701 | UNCH | $443 |
| SPDR INDEX SHS FDS (SPDW) |
10,963 | UNCH | $393 |
| SPDW | 10,963 | UNCH | $393 |
| APPLE INC |
2,130 | +10 | $365 |
| AAPL | 2,130 | +10 | $365 |
| CONOCOPHILLIPS |
2,725 | UNCH | $347 |
| COP | 2,725 | UNCH | $347 |
| ELI LILLY & CO |
412 | -33 | $321 |
| LLY | 412 | -33 | $321 |
| ISHARES TR (EFV) |
5,881 | UNCH | $320 |
| EFV | 5,881 | UNCH | $320 |
| DIMENSIONAL ETF TRUST (DFAU) |
8,529 | -223 | $312 |
| DFAU | 8,529 | -223 | $312 |
| ISHARES TR (IEI) |
2,680 | -925 | $310 |
| IEI | 2,680 | -925 | $310 |
| OCCIDENTAL PETE CORP |
4,232 | -500 | $275 |
| OXY | 4,232 | -500 | $275 |
| CHENIERE ENERGY INC |
1,381 | -63 | $223 |
| LNG | 1,381 | -63 | $223 |
| AMAZON COM INC |
1,195 | +1,195 | $216 |
| AMZN | 1,195 | +1,195 | $216 |
| MARATHON OIL CORP |
7,297 | +7,297 | $207 |
| MRO | 7,297 | +7,297 | $207 |
See Full List: All Stocks Held By Peirce Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Peirce Capital Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $182,162 At 12/31/2023: $165,649 Peirce Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peirce Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
