Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘24
2026
11 50 39 461%
2027
11 180 169 11.8%
2028
11 53 42 45%
MLR icon
2029
Miller Industries
MLR
$458M
11 60 49 34.3%
2030
11 46 35 14.8%
2031
11 16 5 69.6%
2032
11 79 68 12.8%
2033
11 34 23 14%
2034
11 15 4 0.1%
2035
11 39 28 27%
DFCA icon
2036
Dimensional California Municipal Bond ETF
DFCA
$610M
11 14 3 0.59%
2037
11 18 7 80.7%
2038
11 24 13 4.05%
2039
11 26 15 19.1%
2040
11 131 120 51.6%
2041
11 15 4 11.9%
2042
11 432 421 18.8%
2043
11 24 13 9.91%
2044
11 36 25 56.3%
2045
11 131 120 17.6%
2046
11 11 0 9.11%
2047
11 36 25 36.2%
2048
10 42 32 53.8%
2049
10 14 4 14.4%
2050
10 269 259 5.29%