ML & R WEALTH MANAGEMENT LLC

ML & R WEALTH MANAGEMENT LLC oversees $435M in assets, with a concentrated portfolio of 70 positions. The fund's top holdings are dominated by Dimensional Fund Advisors ETFs, with DFUS, DFUV, and DFAT accounting for $257.4M, or 59% of total AUM. Notable allocations include $126.3M in DFUS and $86.8M in DFUV, while iShares ETFs IWB and IWR comprise $17.6M, or 4% of the portfolio. The fund's largest 10 positions account for $374.8M, or 86% of total AUM.

📌 Top Holdings