DFUS Dimensional U.S. Equity ETF | $47,653,954 | $3,874,661 ▲ | 8.9% | 747,513 | 9.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $37,052,782 | $456,242 ▲ | 1.2% | 1,071,199 | 7.6% | ETF |
DFAU Dimensional US Core Equity Market ETF | $35,962,624 | $1,365,080 ▲ | 3.9% | 888,185 | 7.3% | ETF |
DFCF Dimensional Core Fixed Income ETF | $25,314,055 | $5,442,685 ▲ | 27.4% | 613,377 | 5.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $23,454,204 | $341,363 ▲ | 1.5% | 421,383 | 4.8% | ETF |
DFAI Dimensional International Core Equity Market ETF | $20,809,123 | $4,072,642 ▼ | -16.4% | 712,641 | 4.3% | ETF |
DFNM Dimensional National Municipal Bond ETF | $19,922,843 | $706,757 ▲ | 3.7% | 417,058 | 4.1% | ETF |
DUHP Dimensional US High Profitability ETF | $17,399,432 | $960,009 ▲ | 5.8% | 514,928 | 3.6% | ETF |
DFIV Dimensional International Value ETF | $15,923,261 | $58,152 ▲ | 0.4% | 448,795 | 3.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $15,632,996 | $90,024 ▼ | -0.6% | 382,038 | 3.2% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $13,649,561 | $542,117 ▲ | 4.1% | 209,735 | 2.8% | ETF |
AAPL Apple | $10,716,129 | $124,458 ▲ | 1.2% | 42,793 | 2.2% | Computer and Technology |
DFAE Dimensional Emerging Core Equity Market ETF | $10,506,011 | $823,383 ▲ | 8.5% | 414,112 | 2.1% | ETF |
XOM Exxon Mobil | $10,490,713 | $327,119 ▲ | 3.2% | 97,525 | 2.1% | Oils/Energy |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $7,262,200 | $418,568 ▲ | 6.1% | 292,124 | 1.5% | ETF |
HLT Hilton Worldwide | $6,638,718 | $49,432 ▼ | -0.7% | 26,860 | 1.4% | Consumer Discretionary |
DIHP Dimensional International High Profitability ETF | $6,334,971 | $229,845 ▲ | 3.8% | 251,089 | 1.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $5,943,611 | $230,665 ▲ | 4.0% | 193,100 | 1.2% | ETF |
MSFT Microsoft | $5,637,727 | $158,910 ▲ | 2.9% | 13,375 | 1.2% | Computer and Technology |
DFAR Dimensional US Real Estate ETF | $5,247,065 | $174,572 ▲ | 3.4% | 225,486 | 1.1% | ETF |
DISV Dimensional International Small Cap Value ETF | $4,775,729 | $417,522 ▲ | 9.6% | 179,741 | 1.0% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $4,486,440 | $319,080 ▲ | 7.7% | 171,173 | 0.9% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $4,214,033 | $74,746 ▲ | 1.8% | 160,902 | 0.9% | ETF |
STLD Steel Dynamics | $3,276,319 | | 0.0% | 28,722 | 0.7% | Basic Materials |
DHS WisdomTree U.S. High Dividend Fund | $3,211,474 | $9,243 ▲ | 0.3% | 34,399 | 0.7% | Finance |
VTI Vanguard Total Stock Market ETF | $3,052,987 | $2,319 ▼ | -0.1% | 10,534 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,906,195 | $44,539 ▲ | 1.6% | 4,959 | 0.6% | Finance |
AMZN Amazon.com | $2,798,121 | $98,287 ▲ | 3.6% | 12,754 | 0.6% | Retail/Wholesale |
WMT Walmart | $2,777,119 | $15,360 ▲ | 0.6% | 30,737 | 0.6% | Retail/Wholesale |
BND Vanguard Total Bond Market ETF | $2,708,160 | $594,774 ▲ | 28.1% | 37,660 | 0.6% | ETF |
VTHR Vanguard Russell 3000 ETF | $2,475,842 | | 0.0% | 9,532 | 0.5% | ETF |
NVDA NVIDIA | $2,329,730 | $167,589 ▲ | 7.8% | 17,349 | 0.5% | Computer and Technology |
DFIC Dimensional International Core Equity 2 ETF | $2,168,262 | $775,012 ▲ | 55.6% | 83,895 | 0.4% | ETF |
QQQ Invesco QQQ | $2,099,938 | $597,572 ▲ | 39.8% | 4,108 | 0.4% | Finance |
NOC Northrop Grumman | $2,074,797 | | 0.0% | 4,421 | 0.4% | Aerospace |
ORCL Oracle | $2,070,204 | | 0.0% | 12,423 | 0.4% | Computer and Technology |
DFIS Dimensional International Small Cap ETF | $2,011,352 | $680,960 ▲ | 51.2% | 81,912 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $1,936,348 | $68,293 ▲ | 3.7% | 3,289 | 0.4% | ETF |
LMT Lockheed Martin | $1,819,845 | $10,691 ▲ | 0.6% | 3,745 | 0.4% | Aerospace |
BRK.B Berkshire Hathaway | $1,760,086 | $75,698 ▲ | 4.5% | 3,883 | 0.4% | Finance |
JPM JPMorgan Chase & Co. | $1,740,294 | $240 ▲ | 0.0% | 7,260 | 0.4% | Finance |
HD Home Depot | $1,732,501 | $63,792 ▼ | -3.6% | 4,454 | 0.4% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $1,699,938 | $24,785 ▲ | 1.5% | 3,155 | 0.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,679,223 | $28,142 ▲ | 1.7% | 8,473 | 0.3% | ETF |
IBM International Business Machines | $1,662,878 | $14,729 ▲ | 0.9% | 7,564 | 0.3% | Computer and Technology |
BSVO EA Bridgeway Omni Small-Cap Value ETF | $1,643,143 | $1,754 ▲ | 0.1% | 75,896 | 0.3% | ETF |
DIMENSIONAL ETF TRUST
| $1,620,954 | $1,620,954 ▲ | New Holding | 32,041 | 0.3% | ULTRASHORT FIXED |
MRK Merck & Co., Inc. | $1,606,814 | $22,881 ▼ | -1.4% | 16,152 | 0.3% | Medical |
VTV Vanguard Value ETF | $1,467,440 | $73,981 ▲ | 5.3% | 8,668 | 0.3% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,454,555 | $229,948 ▲ | 18.8% | 31,027 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,409,149 | $23,671 ▲ | 1.7% | 29,468 | 0.3% | ETF |
BX Blackstone | $1,373,325 | $47,933 ▼ | -3.4% | 7,965 | 0.3% | Finance |
GOOG Alphabet | $1,336,787 | $3,238 ▲ | 0.2% | 7,019 | 0.3% | Computer and Technology |
IAU iShares Gold Trust | $1,274,957 | $44,756 ▼ | -3.4% | 25,752 | 0.3% | Finance |
JNJ Johnson & Johnson | $1,270,605 | $2,169 ▲ | 0.2% | 8,786 | 0.3% | Medical |
TFC Truist Financial | $1,269,749 | $9,717 ▲ | 0.8% | 29,270 | 0.3% | Finance |
DFIP Dimensional Inflation-Protected Securities ETF | $1,266,147 | $31,704 ▼ | -2.4% | 31,270 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,257,386 | $9,284 ▲ | 0.7% | 20,180 | 0.3% | ETF |
MAR Marriott International | $1,244,630 | | 0.0% | 4,462 | 0.3% | Consumer Discretionary |
PEP PepsiCo | $1,190,224 | $12,013 ▼ | -1.0% | 7,827 | 0.2% | Consumer Staples |
IJR iShares Core S&P Small-Cap ETF | $1,188,804 | $13,019 ▲ | 1.1% | 10,318 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $1,103,329 | $118,791 ▼ | -9.7% | 1,774 | 0.2% | ETF |
COST Costco Wholesale | $1,094,527 | $1,832 ▲ | 0.2% | 1,195 | 0.2% | Retail/Wholesale |
IJS iShares S&P Small-Cap 600 Value ETF | $1,094,168 | $434 ▼ | 0.0% | 10,074 | 0.2% | ETF |
PG Procter & Gamble | $1,080,408 | $15,425 ▲ | 1.4% | 6,444 | 0.2% | Consumer Staples |
TSLA Tesla | $1,049,759 | $7,674 ▲ | 0.7% | 2,599 | 0.2% | Auto/Tires/Trucks |
V Visa | $1,007,390 | $316 ▲ | 0.0% | 3,188 | 0.2% | Business Services |
D Dominion Energy | $1,003,488 | $6,248 ▲ | 0.6% | 18,631 | 0.2% | Utilities |
GOOGL Alphabet | $992,971 | $21,204 ▲ | 2.2% | 5,245 | 0.2% | Computer and Technology |
META Meta Platforms | $987,476 | $18,146 ▼ | -1.8% | 1,687 | 0.2% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $981,262 | $16,078 ▲ | 1.7% | 7,629 | 0.2% | ETF |
OEF iShares S&P 100 ETF | $955,526 | | 0.0% | 3,308 | 0.2% | ETF |
UNH UnitedHealth Group | $948,584 | $2,530 ▼ | -0.3% | 1,875 | 0.2% | Medical |
IWF iShares Russell 1000 Growth ETF | $940,512 | | 0.0% | 2,342 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $886,481 | $23,958 ▲ | 2.8% | 20,129 | 0.2% | ETF |
MCD McDonald's | $878,995 | $2,319 ▼ | -0.3% | 3,032 | 0.2% | Retail/Wholesale |
PM Philip Morris International | $872,493 | $71,725 ▼ | -7.6% | 7,250 | 0.2% | Consumer Staples |
ENVX Enovix | $869,600 | $21,740 ▲ | 2.6% | 80,000 | 0.2% | Oils/Energy |
BIV Vanguard Intermediate-Term Bond ETF | $837,499 | $34,525 ▲ | 4.3% | 11,207 | 0.2% | ETF |
TOWN TowneBank | $824,356 | $72,344 ▲ | 9.6% | 24,203 | 0.2% | Finance |
CVX Chevron | $817,503 | $13,036 ▼ | -1.6% | 5,644 | 0.2% | Oils/Energy |
MUB iShares National Muni Bond ETF | $789,490 | $789,490 ▲ | New Holding | 7,410 | 0.2% | ETF |
OPOF Old Point Financial | $783,859 | | 0.0% | 30,079 | 0.2% | Finance |
CSX CSX | $780,966 | | 0.0% | 24,201 | 0.2% | Transportation |
BAC Bank of America | $740,158 | $1,890 ▼ | -0.3% | 16,841 | 0.2% | Finance |
LHX L3Harris Technologies | $699,587 | $210 ▲ | 0.0% | 3,327 | 0.1% | Aerospace |
ADP Automatic Data Processing | $670,989 | | 0.0% | 2,292 | 0.1% | Business Services |
CMCSA Comcast | $670,409 | | 0.0% | 17,863 | 0.1% | Consumer Discretionary |
DIS Walt Disney | $663,727 | $25,498 ▼ | -3.7% | 5,961 | 0.1% | Consumer Discretionary |
EMXC iShares MSCI Emerging Markets ex China ETF | $663,348 | $3,881 ▲ | 0.6% | 11,963 | 0.1% | Manufacturing |
HON Honeywell International | $638,399 | $2,485 ▲ | 0.4% | 2,826 | 0.1% | Multi-Sector Conglomerates |
AVUV Avantis U.S. Small Cap Value ETF | $633,740 | $216,041 ▲ | 51.7% | 6,565 | 0.1% | ETF |
ADBE Adobe | $632,335 | $2,668 ▲ | 0.4% | 1,422 | 0.1% | Computer and Technology |
EPD Enterprise Products Partners | $627,608 | $627,608 ▲ | New Holding | 20,013 | 0.1% | Oils/Energy |
EMLP First Trust North American Energy Infrastructure Fund | $625,141 | $16,577 ▼ | -2.6% | 17,536 | 0.1% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $624,890 | $14,945 ▼ | -2.3% | 10,286 | 0.1% | ETF |
CAT Caterpillar | $621,349 | $90,319 ▼ | -12.7% | 1,713 | 0.1% | Industrial Products |
GRAYSCALE BITCOIN TRUST ETF
| $616,068 | $4,441 ▼ | -0.7% | 8,323 | 0.1% | SHS REP COM UT |
XLK Technology Select Sector SPDR Fund | $605,947 | | 0.0% | 2,606 | 0.1% | ETF |
T AT&T | $595,264 | $5,169 ▼ | -0.9% | 26,142 | 0.1% | Computer and Technology |
