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Kristin Schlechten

Pacific Asset Management, Llc

Assets Managed
$179.091M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
1mo 27d ago
Growth Rate
7.53%(2Q avg: 10.32%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacific Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Pacific Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 179.091M in assets, with a quarterly growth rate of 7.53% and a 2-quarter average growth rate of 10.32%. The portfolio is managed by Kristin Schlechten, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 7.7%
17.91%
$32.074M
825,374 shares@ $38.87 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 23.06%
11.21%
$20.063M
419,016 shares@ $47.89 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 0.26%
8.66%
$15.499M
436,212 shares@ $35.54 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 0.16%
5.14%
$9.197M
203,828 shares@ $45.13 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 26.09%
4.35%
$7.777M
187,221 shares@ $41.55 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 3.88%
4.27%
$7.645M
221,286 shares@ $34.56 avg price
AVGE
Avantis All Eqty Mrkts Etf
Recent Activity
Increased 5.22%
3.62%
$6.475M
73,563 shares@ $88.02 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 11.75%
3%
$5.369M
48,599 shares@ $110.47 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -4.21%
2.48%
$4.426M
70,875 shares@ $62.45 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 27.82%
2.46%
$4.397M
104,156 shares@ $42.23 avg price

1-10 of 70