M Financial Asset Management, Inc. - Portfolio overview

M Financial Asset Management, Inc. has 9 reported holdings in this dataset, with the latest filing dated 2025-02-03.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. DFUV - DIMENTIONAL, 25.11%
2. VEU - VANGUARD INTL EQUITY INDEX F, 23.93%
3. DFIV - DIMENTIONAL, 19.70%

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

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