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Vise Technologies, Inc.

Portfolio Manager
Vise Technologies, Inc.
Performance
-4.71% (2026 Q1)
AUM (13F)
$5.09B
# of Holdings
1447
Performance Rank
Allocation (Top 20)
37.23%

Vise Technologies, Inc. Holdings Map

Top 50 Vise Technologies, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFUS
DIMENSIONAL ETF TRUST
6.91%4.74M$351.7M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.34M shares2025-Q4: 4.74M shares2026-Q1: 4.74M shares
$72.29(+11.66%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.94%801.4K$149.5M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 551.1K shares2025-Q3: 441.3K shares2025-Q4: 801.4K shares2026-Q1: 801.4K shares
$143.52(+57.35%)
2026-03-31
AAPL
APPLE INC
2.75%514.4K$139.8M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 339.9K shares2025-Q3: 290.8K shares2025-Q4: 514.4K shares2026-Q1: 514.4K shares
$232.77(+28.40%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
2.55%3.41M$129.9M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 832.3K shares2025-Q4: 3.41M shares2026-Q1: 3.41M shares
$36.80(+13.16%)
2026-03-31
MSFT
MICROSOFT CORP
2.19%230.4K$111.4M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 167.5K shares2025-Q3: 139.4K shares2025-Q4: 230.4K shares2026-Q1: 230.4K shares
$449.10(-9.77%)
2026-03-31
DFSD
DIMENSIONAL ETF TRUST
2.14%2.27M$109.1M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 599.1K shares2025-Q4: 2.27M shares2026-Q1: 2.27M shares
$48.08(-0.39%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
2.05%2.46M$104.6M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 655.2K shares2025-Q4: 2.46M shares2026-Q1: 2.46M shares
$42.62(-0.89%)
2026-03-31
DFLV
DIMENSIONAL ETF TRUST
1.73%2.58M$88.3M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 7.5K shares2025-Q3: 833.9K shares2025-Q4: 2.58M shares2026-Q1: 2.58M shares
$33.04(+15.87%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
1.72%1.26M$87.6M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 5.9K shares2025-Q3: 397.0K shares2025-Q4: 1.26M shares2026-Q1: 1.26M shares
$68.10(+12.33%)
2026-03-31
DFAE
DIMENSIONAL ETF TRUST
1.71%2.67M$87.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 679.3K shares2025-Q4: 2.67M shares2026-Q1: 2.67M shares
$31.59(+25.83%)
2026-03-31

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