Seneschal Advisors, LLC

Registered adviser

CIK

2039659

Location

TACOMA, WA

Portfolio Value

Small $142,895,497

Diversification

Moderately concentrated

Reports for

DIMENSIONAL FUND ADVISORS LP

Filing Date

Global Rank

#7,455 / 8,811 ▲ 58

Top Industry

Internet Retail 19.1%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 131618

Roster of Oct 1, 2026

Regulatory AUM

$301,275,190

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$301,275,190	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$273,837,629	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$244,646,831	Individuals and high net worth (100%)
May 2023 to Mar 2024	$218,563,255	Individuals and high net worth (100%)
Apr 2023	$218,563,255	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$227,503,103	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 90.2% of the book (60%+)

Turnover

Low turnover

9.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 84.5%; sector active share 74.0% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

596 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

32.0%

−6.1 pts

Top 5

81.1%

+1.5 pts

Top 10

90.2%

+0.4 pts

HHI

1,941

Moderately concentrated−447

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	83.4%	$119,137,382	76
Technology	4.4%	$6,342,827	101
Consumer Cyclical	3.9%	$5,530,345	60
Energy	2.0%	$2,896,800	16
Consumer Defensive	2.0%	$2,882,684	28
Communication Services	2.0%	$2,864,130	28
Financial Services	1.3%	$1,821,090	89
Industrials	0.4%	$580,437	90
Healthcare	0.4%	$546,872	63
Utilities	0.1%	$180,627	24
Basic Materials	0.1%	$80,143	18
Real Estate	0.0%	$32,160	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+12,650	15,230	$1,311,912
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+10,791	39,849	$2,001,615
DFAI	Dimensional International Core Equity Market ETF	+5,610	37,914	$1,563,952
DFAU	Dimensional US Core Equity Market ETF	+4,947	33,344	$1,723,551
BNDX	Vanguard Total International Bond ETF	+3,742	128,662	$6,231,100
DFAR	Dimensional US Real Estate ETF	+3,223	216,478	$5,663,064
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+2,663	13,865	$341,910
VO	VANGUARD MID-CAP INDEX FUND	+1,245	1,660	$133,746
DFAE	Dimensional Emerging Core Equity Market ETF	+1,199	9,233	$371,258
SCHG	Schwab U.S. Large-Cap Growth ETF	+656	19,373	$655,582
—		+520	650	$17,816
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+384	480	$42,196
VOO	VANGUARD 500 INDEX FUND	+249	973	$668,266
PLTR	Palantir Technologies Inc.	+236	823	$96,019
IWF	iShares Russell 1000 Growth ETF	+234	312	$0
VIG	Vanguard Specialized Funds	+220	447	$105,769
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+180	3,796	$172,110
NVDA	Nvidia Corp	+150	1,600	$320,143
DFSV	Dimensional US Small Cap Value ETF	+132	2,380	$92,320
SPY	Spdr S&P 500 ETF Trust	+120	256	$191,173
ASTS	AST SpaceMobile, Inc.	+95	99	$8,796
F	Ford Motor Co	+62	128	$1,778
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+50	1,363	$72,388
VXUS	Vanguard Total International Stock ETF	+47	626	$53,516
MU	Micron Technology Inc	+29	39	$45,016
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFUV	Dimensional U.S. Marketwide Value ETF	−6,691	155,556	$8,557,135
DFUS	Dimensional U.S. Equity Market ETF	−4,161	118,371	$9,699,319
DFAT	Dimensional U.S. Targeted Value ETF	−3,365	106,795	$7,464,970
DFAC	Dimensional U.S. Core Equity 2 ETF	−3,241	67,091	$2,976,156
DFAS	Dimensional U.S. Small Cap ETF	−1,954	78,782	$6,486,909
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−1,010	70,775	$26,189,581
BIV	Vanguard Bond Index Funds	−1,002	395,818	$30,359,240
NWBI	Northwest Bancshares, Inc.	−750	1,500	$22,740
VEA	Vanguard FTSE Developed Markets ETF	−682	7,407	$527,748
SBUX	Starbucks Corp	−616	6,644	$678,949
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−595	3,877	$231,418
WSFS	Wsfs Financial Corp	−562	888	$68,136
VZ	Verizon Communications Inc	−375	1,081	$45,768
QQQ	Invesco Qqq Trust, Series 1	−370	1,425	$1,049,370
CVS	CVS HEALTH Corp	−310	11	$1,137
QQQM	Invesco Ltd.	−298	2,705	$819,533
QUAL	iShares MSCI USA Quality Factor ETF	−268	5,789	$0
SCHP	Schwab U.S. TIPS ETF	−212	1,904	$50,456
SCHV	Schwab U.S. Large-Cap Value ETF	−200	18,964	$660,136
DFLV	Dimensional US Large Cap Value ETF	−191	24,840	$982,173
WMB	Williams Companies, Inc.	−163	13	$966
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−150	7,954	$583,903
AMD	Advanced Micro Devices Inc	−144	9	$5,228
CSCO	Cisco Systems, Inc.	−137	32	$3,758
IWD	iShares Russell 1000 Value ETF	−125	828	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	1,260	$240,055
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	475	$75,363
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	700	$74,991
QDF	FlexShares Quality Dividend Index Fund	681	$61,235
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	361	$56,658
VDE	VANGUARD ENERGY INDEX FUND	300	$45,039
SPCX	Space Exploration Technologies Corp	226	$38,614
DFSU	Dimensional US Sustainability Core 1 ETF	740	$34,506
UNIT	Uniti Group Inc.	2,723	$31,232
FDXF	FedEx Freight Holding Company, Inc.	202	$30,502
DFSI	Dimensional International Sustainability Core 1 ETF	602	$27,150
ESGV	VANGUARD ESG U.S. STOCK ETF	175	$23,142
DVN	Devon Energy Corp/De	280	$11,569
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	228	$11,144
VCX	Fundrise Innovation Fund, LLC	40	$3,457
SKYQ	Sky Quarry Inc.	625	$2,293
MYGN	Myriad Genetics Inc	350	$1,998
MTD	Mettler Toledo International Inc/	1	$1,277
HUM	Humana Inc	2	$794
CNC	Centene Corp	8	$513
ATI	Ati Inc	1	$197
ITT	Itt Inc.	1	$197
RVMD	Revolution Medicines, Inc.	1	$187
ROIV	Roivant Sciences Ltd.	5	$176
NVT	nVent Electric plc	1	$169
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	7,272	$223,104
DUK	Duke Energy CORP	65	$8,511
DLR	Digital Realty Trust, Inc.	46	$8,289
GSK	GSK plc	148	$8,168
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	86	$5,121
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	119	$4,964
LYEL	Lyell Immunopharma, Inc.	126	$2,527
INTU	Intuit Inc.	2	$864
ACN	Accenture plc	3	$594
LTBR	LIGHTBRIDGE Corp	37	$394
DPZ	Dominos Pizza Inc	1	$358
NLR	VanEck Uranium and Nuclear ETF	2	$266
RGLD	Royal Gold Inc	1	$254
ZTS	Zoetis Inc.	2	$236
CHTR	Charter Communications, Inc. /Mo/	1	$215
PODD	Insulet Corp	1	$209
ACM	Aecom	2	$169
JKHY	Jack Henry & Associates Inc	1	$158
Z	Zillow Group, Inc.	3	$124
GIS	General Mills Inc	3	$111
IONQ	IonQ, Inc.	3	$86
RKT	Rocket Companies, Inc.	6	$85
DOCU	Docusign, Inc.	1	$47
UMC	United Microelectronics Corp	5	$44
NTNX	Nutanix, Inc.	1	$38
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

596 tracked positions · $142,895,497 total · filing declares 658 positions · $146,038,815 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 596 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
BIV	Vanguard Bond Index Funds	Reduced	395,818	-1,002	$30,359,240	−0.9%	7	before history	21.25%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	70,775	-1,010	$26,189,581	—	7	before history	18.33%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	118,371	-4,161	$9,699,319	+11.6%	7	before history	6.79%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	155,556	-6,691	$8,557,135	+8.8%	7	before history	5.99%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	106,795	-3,365	$7,464,970	+8.5%	7	before history	5.22%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	78,782	-1,954	$6,486,909	+13.0%	7	before history	4.54%
BNDX	Vanguard Total International Bond ETF	Added	128,662	+3,742	$6,231,100	+3.8%	7	before history	4.36%
DFAR	Dimensional US Real Estate ETF	Added	216,478	+3,223	$5,663,064	+12.3%	7	before history	3.96%
AMZN	Amazon Com Inc Consumer Cyclical	Held	19,035	0	$4,536,801	+14.4%	7	before history	3.17%
MSFT	Microsoft Corp Technology	Reduced	8,407	-73	$3,135,978	−0.1%	7	before history	2.19%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	67,091	-3,241	$2,976,156	+8.9%	7	before history	2.08%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,890	-29	$2,703,507	−7.1%	7	before history	1.89%
TPL	Texas Pacific Land Corp Energy	Held	5,957	0	$2,607,021	−7.8%	7	before history	1.82%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	39,849	+10,791	$2,001,615	+37.9%	5	$50.17	1.40%
GOOG	Alphabet Inc. Communication Services	Reduced	4,980	-5	$1,759,582	+23.0%	7	before history	1.23%
DFAU	Dimensional US Core Equity Market ETF	Added	33,344	+4,947	$1,723,551	+34.5%	6	$44.05	1.21%
DFAI	Dimensional International Core Equity Market ETF	Added	37,914	+5,610	$1,563,952	+24.3%	7	before history	1.09%
AAPL	Apple Inc. Technology	Reduced	5,381	-100	$1,557,045	+11.9%	7	before history	1.09%
VUG	VANGUARD GROWTH INDEX FUND	Added	15,230	+12,650	$1,311,912	—	7	before history	0.92%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,425	-370	$1,049,370	+1.3%	7	before history	0.73%
DFLV	Dimensional US Large Cap Value ETF	Reduced	24,840	-191	$982,173	+9.9%	7	before history	0.69%
QQQM	Invesco Ltd. Financial Services	Reduced	2,705	-298	$819,533	+14.8%	7	before history	0.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,145	-41	$766,558	+21.9%	7	before history	0.54%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	6,644	-616	$678,949	+4.4%	7	before history	0.48%
VOO	VANGUARD 500 INDEX FUND	Added	973	+249	$668,266	—	4	unpriced	0.47%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	18,964	-200	$660,136	+12.9%	7	before history	0.46%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	19,373	+656	$655,582	+20.2%	5	$27.99	0.46%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	7,954	-150	$583,903	−2.2%	5	$73.31	0.41%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,182	-43	$564,487	+36.4%	5	$185.25	0.40%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	7,407	-682	$527,748	+1.8%	7	before history	0.37%
ERIE	Erie Indemnity Co Financial Services	Reduced	1,759	-1	$421,720	−4.7%	7	before history	0.30%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	9,233	+1,199	$371,258	+36.5%	5	$28.69	0.26%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	13,865	+2,663	$341,910	+22.5%	7	before history	0.24%
NVDA	Nvidia Corp Technology	Added	1,600	+150	$320,143	+26.6%	7	before history	0.22%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Held	2,886	0	$278,296	+8.7%	7	before history	0.19%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	NEW	1,260	NEW	$240,055	NEW	1	$170.86	0.17%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	3,877	-595	$231,418	−4.3%	7	before history	0.16%
SPY	Spdr S&P 500 ETF Trust	Added	256	+120	$191,173	+116.1%	4	$680.39	0.13%
GLD	Spdr Gold Trust	Added	490	+4	$180,506	−13.7%	4	$319.45	0.13%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	3,796	+180	$172,110	+3.7%	4	unpriced	0.12%
IDCC	InterDigital, Inc. Technology	Held	600	0	$169,878	−6.2%	4	$271.66	0.12%
XOM	ExxonMobil Holdings Corp Energy	Held	1,121	0	$153,263	−19.4%	4	$111.17	0.11%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Held	1,001	0	$152,332	+4.3%	4	$139.49	0.11%
VO	VANGUARD MID-CAP INDEX FUND	Added	1,660	+1,245	$133,746	—	4	unpriced	0.09%
VB	Vanguard Index Funds	Held	436	0	$132,160	+15.7%	4	$248.01	0.09%
FDX	Fedex Corp Industrials	Reduced	406	-51	$127,130	−21.9%	4	unpriced	0.09%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	302	-3	$127,020	+12.0%	4	$364.82	0.09%
CRWV	CoreWeave, Inc. Technology	Held	1,246	0	$124,026	+28.5%	4	$112.08	0.09%
BA	Boeing Co Industrials	Held	533	0	$115,378	+8.8%	4	$225.47	0.08%
AMGN	Amgen Inc Healthcare	Added	309	+2	$111,894	+3.6%	4	$290.96	0.08%

Showing the top 50 of 596 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.