Vise Technologies, Inc.
CIK 1812090 · Holdings on Dec 31, 2025 · First reported Feb 11, 2026
Top ten holdings
Q4 2025- DFUS6.89%
- NVDA2.93%
- AAPL2.74%
- DFAI2.54%
- MSFT2.18%
- DFSD2.14%
- DFCF2.05%
- DFLV1.73%
- DFAS1.72%
- DFAE1.70%
Share classes counted separately26.62%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFUSWeight increased · +3.27 pp3.62% → 6.89%Shares +3.40M (+252.85%)
- DFAIWeight increased · +1.42 pp1.12% → 2.54%Shares +2.58M (+309.48%)
- GOOGWeight decreased · -1.16 pp1.80% → 0.64%Shares -93.63K (-47.16%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $351.72M | 6.89% | 4.74M shares | 3.62% → 6.89%+3.27 pp +3.40M (+252.85%) | Added | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $149.46M | 2.93% | 801.41K shares | 3.06% → 2.93%-0.13 pp +360.08K (+81.59%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $139.84M | 2.74% | 514.37K shares | 2.76% → 2.74%-0.02 pp +223.53K (+76.86%) | Added | ↗▾ |
| 04 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $129.89M | 2.54% | 3.41M shares | 1.12% → 2.54%+1.42 pp +2.58M (+309.48%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $111.44M | 2.18% | 230.43K shares | 2.69% → 2.18%-0.51 pp +91.04K (+65.31%) | Added | ↗▾ |
| 06 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $109.07M | 2.14% | 2.27M shares | 1.07% → 2.14%+1.07 pp +1.68M (+279.68%) | Added | ↗▾ |
| 07 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $104.63M | 2.05% | 2.46M shares | 1.04% → 2.05%+1.01 pp +1.80M (+275.18%) | Added | ↗▾ |
| 08 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $88.29M | 1.73% | 2.58M shares | 1.02% → 1.73%+0.71 pp +1.75M (+209.50%) | Added | ↗▾ |
| 09 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $87.63M | 1.72% | 1.26M shares | 1.01% → 1.72%+0.71 pp +860.75K (+216.82%) | Added | ↗▾ |
| 10 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $86.98M | 1.70% | 2.67M shares | 0.80% → 1.70%+0.90 pp +1.99M (+293.10%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 77
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 904767704 UNILEVER PLC | Non-derivative | -29,753 | -$1.76M | SEC filing ↗ | SEC filing ↗ |
| KEL KELLANOVA | Non-derivative | -21,249 | -$1.74M | SEC filing ↗ | SEC filing ↗ |
| TTEN TOTALENERGIES SE -SPON ADR | Non-derivative | -17,874 | -$1.07M | SEC filing ↗ | SEC filing ↗ |
3 / 77 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1812090 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5104372440
}Research all 1,461 reported holdings.
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