☆Kilner Capital Advisors, LLC
Quality Q
0.824
AUM ($M)
117
Positions
18
Turnover
0.02
Top-10 wt
95%
Herfindahl
0.124
History (qtrs)
3
Excess Return
not eligible
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Holdings · 18 positions · portfolio value $117M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | ADD | — | 19.6% | +0.9% | 22.9 | 515,346 | +12,229 | 2 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | ADD | — | 19.1% | +0.1% | 22.3 | 319,755 | +1,575 | 2 | — |
| ☆CUSIP:025072323 funds › | AMERICAN CENTY ETF TR | TRIM | — | 12.1% | +0.4% | 14.1 | 194,167 | -1,793 | 2 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | TRIM | — | 11.3% | -0.1% | 13.2 | 144,529 | -2,980 | 2 | — |
| ☆DISV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 10.3% | -0.7% | 12.1 | 292,082 | -424 | 2 | — |
| ☆AVIV funds › | AMERICAN CENTY ETF TR | TRIM | — | 6.7% | -0.4% | 7.8 | 98,223 | -997 | 2 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | TRIM | — | 4.2% | -0.1% | 5.0 | 52,001 | -4,311 | 2 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | TRIM | — | 3.9% | +0.1% | 4.6 | 114,286 | -2,167 | 2 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.8% | +0.1% | 4.4 | 104,309 | +6,587 | 2 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 3.5% | +0.0% | 4.1 | 74,467 | -803 | 2 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.7% | -0.1% | 3.2 | 57,155 | +1,531 | 2 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.7% | -0.0% | 0.8 | 21,767 | -122 | 2 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.6% | +0.0% | 0.6 | 22,286 | -50 | 2 | — |
| ☆BSVO funds › | EA SERIES TRUST | TRIM | — | 0.4% | -0.0% | 0.5 | 15,862 | -548 | 2 | — |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.3% | -0.2% | 0.3 | 6,595 | -3,792 | 2 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 0.3% | +0.0% | 0.3 | 11,781 | +81 | 2 | — |
| ☆SCHO funds › | SCHWAB STRATEGIC TR | ADD | — | 0.3% | -0.0% | 0.3 | 13,302 | +391 | 2 | — |
| ☆DFSU funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.2% | +0.0% | 0.3 | 5,576 | +0 | 2 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 117 | 18 | 0.02 | 95% | 0.124 | 0.824 | — | in |
| 2026Q1 | 104 | 18 | 0.03 | 94% | 0.122 | 0.799 | — | entered |
| 2025Q4 | 105 | 20 | 0.00 | 93% | 0.122 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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