Mendota Financial Group, LLC - Portfolio overview

Mendota Financial Group, LLC has 115 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 11.61%
2. DFAI - DIMENSIONAL ETF TRUST, 9.62%
3. DFAS - DIMENSIONAL ETF TRUST, 7.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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