Pacific Asset Management, LLC

Q3 2025 13F Holdings

  • Location
    gig harbor, WA
  • Num holdings

    65

  • Value ($000)

    $147,264

  • Date Filed
    10/16/2025
  • Form type
    13F-HR
  • CIK
    0002054012
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$29.04M
20 %

752,894

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$13.82M
9 %

286,804

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$13.69M
9 %

417,646

DFAU
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$9.44M
6 %

206,200

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$6.83M
5 %

212,850

MSFT
MSFT

MICROSOFT CORP

COM
$5.11M
4 %

9,874

DFAT
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$4.39M
3 %

75,427

AVGE
AVGE

AMERICAN CENTY ETF TR

AVANTIS ALL EQT
$4.37M
3 %

52,382

DFUV
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$4.12M
3 %

92,102

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$3.66M
3 %

36,763

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