DFUS Dimensional U.S. Equity ETF | $434,391,092 | $57,100,416 ▲ | 15.1% | 6,125,950 | 20.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $162,347,461 | $7,735,586 ▲ | 5.0% | 4,167,029 | 7.5% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $143,215,576 | $24,256,628 ▲ | 20.4% | 2,991,136 | 6.6% | ETF |
DFCF Dimensional Core Fixed Income ETF | $137,117,258 | $23,096,366 ▲ | 20.3% | 3,247,685 | 6.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $112,837,443 | $16,443,764 ▲ | 17.1% | 1,586,355 | 5.2% | ETF |
DFLV Dimensional US Large Cap Value ETF | $112,267,700 | $14,271,965 ▲ | 14.6% | 3,143,873 | 5.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $109,347,225 | $6,599,382 ▲ | 6.4% | 3,229,392 | 5.1% | ETF |
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
| $76,793,693 | $11,617,457 ▲ | 17.8% | 1,514,370 | 3.6% | ETF |
VUG Vanguard Growth ETF | $53,298,334 | $10,257,995 ▲ | 23.8% | 122,023 | 2.5% | ETF |
DFAR Dimensional US Real Estate ETF | $50,078,324 | $4,924,119 ▲ | 10.9% | 2,117,477 | 2.3% | ETF |
DUHP Dimensional US High Profitability ETF | $48,649,641 | $8,398,187 ▲ | 20.9% | 1,323,440 | 2.2% | ETF |
DFIV Dimensional International Value ETF | $46,058,926 | $2,499,924 ▲ | 5.7% | 872,659 | 2.1% | ETF |
NVDA NVIDIA | $42,796,048 | $25,553,456 ▼ | -37.4% | 245,390 | 2.0% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $38,239,179 | $7,484,801 ▲ | 24.3% | 119,196 | 1.8% | ETF |
DFIS Dimensional International Small Cap ETF | $37,664,725 | $2,758,820 ▲ | 7.9% | 1,118,643 | 1.7% | ETF |
AAPL Apple | $33,892,358 | $613,156 ▲ | 1.8% | 133,545 | 1.6% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $27,807,418 | $4,322,100 ▼ | -13.5% | 573,822 | 1.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $18,264,544 | $3,372,182 ▼ | -15.6% | 521,248 | 0.8% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $17,096,074 | $518,859 ▲ | 3.1% | 439,940 | 0.8% | ETF |
BND Vanguard Total Bond Market ETF | $13,668,767 | $4,180,102 ▲ | 44.1% | 185,616 | 0.6% | ETF |
MSFT Microsoft | $12,958,212 | $1,560,271 ▲ | 13.7% | 35,006 | 0.6% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $11,823,222 | $201,103 ▼ | -1.7% | 153,329 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $10,024,374 | $467,278 ▲ | 4.9% | 16,776 | 0.5% | ETF |
DFAU Dimensional US Core Equity Market ETF | $9,915,565 | $3,048,170 ▲ | 44.4% | 219,760 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $9,642,039 | $3,406,872 ▲ | 54.6% | 150,469 | 0.4% | ETF |
AVGO Broadcom | $9,589,310 | $715,902 ▼ | -6.9% | 30,982 | 0.4% | Computer and Technology |
SGOV iShares 0-3 Month Treasury Bond ETF | $8,851,229 | $399,821 ▲ | 4.7% | 87,932 | 0.4% | ETF |
GOOGL Alphabet | $8,404,586 | $336,736 ▼ | -3.9% | 29,227 | 0.4% | Computer and Technology |
TSLA Tesla | $7,767,500 | $229,003 ▼ | -2.9% | 20,894 | 0.4% | Auto/Tires/Trucks |
AMZN Amazon.com | $7,736,025 | $577,953 ▼ | -7.0% | 37,144 | 0.4% | Retail/Wholesale |
BSV Vanguard Short-Term Bond ETF | $6,966,231 | $3,545,451 ▲ | 103.6% | 88,844 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $6,766,403 | $1,595,870 ▲ | 30.9% | 25,834 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $6,653,692 | $246,309 ▲ | 3.8% | 13,885 | 0.3% | Finance |
VTV Vanguard Value ETF | $6,559,226 | $1,501,337 ▲ | 29.7% | 33,431 | 0.3% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $5,247,100 | $1,122,597 ▼ | -17.6% | 146,649 | 0.2% | ETF |
META Meta Platforms | $5,061,362 | $771,762 ▼ | -13.2% | 8,847 | 0.2% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $4,906,582 | $1,116,722 ▲ | 29.5% | 90,779 | 0.2% | ETF |
QQQ Invesco QQQ | $4,822,098 | $81,378 ▲ | 1.7% | 8,355 | 0.2% | Finance |
DFSU Dimensional US Sustainability Core 1 ETF | $4,688,739 | $2,377,550 ▲ | 102.9% | 114,109 | 0.2% | ETF |
GOOG Alphabet | $4,662,631 | $620,766 ▲ | 15.4% | 16,254 | 0.2% | Computer and Technology |
SUB iShares Short-Term National Muni Bond ETF | $3,762,295 | $594,691 ▲ | 18.8% | 35,327 | 0.2% | ETF |
DFNM Dimensional National Municipal Bond ETF | $3,671,246 | $596,441 ▲ | 19.4% | 76,596 | 0.2% | ETF |
DFCA Dimensional California Municipal Bond ETF | $3,600,036 | $899,598 ▲ | 33.3% | 72,217 | 0.2% | ETF |
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
| $3,558,232 | $1,046,475 ▲ | 41.7% | 35,913 | 0.2% | ETF |
CAT Caterpillar | $3,516,033 | $1,242,620 ▲ | 54.7% | 4,963 | 0.2% | Industrials |
VUSB Vanguard Ultra-Short Bond ETF | $3,322,293 | $1,272,003 ▲ | 62.0% | 66,733 | 0.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $3,246,529 | $645,120 ▲ | 24.8% | 91,374 | 0.2% | ETF |
HD Home Depot | $3,201,908 | $641,697 ▼ | -16.7% | 9,735 | 0.1% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $2,914,009 | $617,138 ▲ | 26.9% | 4,481 | 0.1% | Finance |
VNQ Vanguard Real Estate ETF | $2,754,606 | $863,858 ▲ | 45.7% | 31,055 | 0.1% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $2,550,932 | $1,112,304 ▲ | 77.3% | 73,833 | 0.1% | ETF |
QQQM Invesco NASDAQ 100 ETF | $2,522,593 | $1,261,297 ▲ | 100.0% | 10,616 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $2,513,422 | $684,837 ▲ | 37.5% | 81,924 | 0.1% | ETF |
ORCL Oracle | $2,426,098 | $390,129 ▲ | 19.2% | 16,492 | 0.1% | Computer and Technology |
COST Costco Wholesale | $2,371,496 | $286,971 ▲ | 13.8% | 2,380 | 0.1% | Retail/Wholesale |
NFLX Netflix | $2,344,618 | $319,506 ▼ | -12.0% | 24,385 | 0.1% | Consumer Discretionary |
PALANTIR TECHNOLOGIES INC CL A
| $2,314,588 | $985,927 ▼ | -29.9% | 15,823 | 0.1% | Stock |
RSP Invesco S&P 500 Equal Weight ETF | $2,190,099 | $19,767 ▲ | 0.9% | 11,412 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $2,188,303 | $202,092 ▲ | 10.2% | 7,439 | 0.1% | Finance |
IVV iShares Core S&P 500 ETF | $2,185,195 | $476,235 ▲ | 27.9% | 3,345 | 0.1% | ETF |
JNJ Johnson & Johnson | $2,113,954 | $432,177 ▼ | -17.0% | 8,648 | 0.1% | Medical |
DFAT Dimensional U.S. Targeted Value ETF | $2,081,996 | $366,889 ▲ | 21.4% | 33,339 | 0.1% | ETF |
VXF Vanguard Extended Market ETF | $2,025,912 | $36,221 ▲ | 1.8% | 9,844 | 0.1% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $2,004,585 | $11,471 ▲ | 0.6% | 39,321 | 0.1% | ETF |
ISRG Intuitive Surgical | $1,988,250 | $734,357 ▲ | 58.6% | 4,313 | 0.1% | Medical |
SPLG SPDR Portfolio S&P 500 ETF | $1,941,075 | $119,633 ▲ | 6.6% | 25,360 | 0.1% | ETF |
XOM ExxonMobil | $1,913,426 | $120,459 ▲ | 6.7% | 11,278 | 0.1% | Energy |
VFQY Vanguard U.S. Quality Factor ETF | $1,800,303 | $619,302 ▲ | 52.4% | 12,064 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $1,785,598 | $643,795 ▲ | 56.4% | 12,248 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,718,841 | $7,553 ▼ | -0.4% | 11,606 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,613,738 | $827,794 ▲ | 105.3% | 23,136 | 0.1% | ETF |
AMD Advanced Micro Devices | $1,593,671 | $4,882 ▲ | 0.3% | 7,834 | 0.1% | Computer and Technology |
WALMART INC COM
| $1,588,796 | $411,864 ▲ | 35.0% | 12,784 | 0.1% | Stock |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,574,645 | $80,958 ▼ | -4.9% | 19,917 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,570,445 | $390,568 ▲ | 33.1% | 7,302 | 0.1% | ETF |
RTX RTX | $1,563,044 | $105,708 ▲ | 7.3% | 8,103 | 0.1% | Aerospace |
LLY Eli Lilly and Company | $1,516,826 | $1,199,479 ▼ | -44.2% | 1,649 | 0.1% | Medical |
CVX Chevron | $1,501,561 | $61,453 ▼ | -3.9% | 7,257 | 0.1% | Energy |
SOXX iShares Semiconductor ETF | $1,470,844 | $522,273 ▲ | 55.1% | 4,475 | 0.1% | ETF |
LAM RESEARCH CORP COM NEW
| $1,469,180 | $183,968 ▼ | -11.1% | 6,876 | 0.1% | Stock |
ABBV AbbVie | $1,408,011 | $82,645 ▲ | 6.2% | 6,474 | 0.1% | Medical |
MRK Merck & Co., Inc. | $1,362,730 | $107,536 ▼ | -7.3% | 11,329 | 0.1% | Medical |
VYMI Vanguard International High Dividend Yield ETF | $1,307,569 | $581,927 ▲ | 80.2% | 13,875 | 0.1% | ETF |
SCHX Schwab US Large-Cap ETF | $1,264,611 | $284,064 ▲ | 29.0% | 49,322 | 0.1% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $1,254,054 | $821,087 ▲ | 189.6% | 3,076 | 0.1% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $1,214,773 | $10,857 ▼ | -0.9% | 17,791 | 0.1% | Manufacturing |
DFSI Dimensional International Sustainability Core 1 ETF | $1,212,206 | $475,046 ▲ | 64.4% | 28,590 | 0.1% | ETF |
KLAC KLA | $1,210,576 | $38,291 ▲ | 3.3% | 822 | 0.1% | Computer and Technology |
SCHF Schwab International Equity ETF | $1,207,206 | $5,693 ▼ | -0.5% | 48,776 | 0.1% | ETF |
EPD Enterprise Products Partners | $1,196,988 | $1,703 ▼ | -0.1% | 31,633 | 0.1% | Energy |
IWM iShares Russell 2000 ETF | $1,193,821 | $365,288 ▲ | 44.1% | 4,814 | 0.1% | Finance |
MU Micron Technology | $1,185,229 | | 0.0% | 3,508 | 0.1% | Computer and Technology |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,149,336 | $8,714 ▲ | 0.8% | 20,313 | 0.1% | ETF |
MA Mastercard | $1,141,412 | $50,474 ▲ | 4.6% | 2,284 | 0.1% | Business Services |
VTEB Vanguard Tax-Exempt Bond ETF | $1,115,265 | $37,019 ▲ | 3.4% | 22,354 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $1,112,734 | $21,824 ▼ | -1.9% | 3,875 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,106,593 | $31,016 ▼ | -2.7% | 14,735 | 0.1% | ETF |
V Visa | $1,097,336 | $152,315 ▼ | -12.2% | 3,631 | 0.1% | Business Services |
IEFA iShares Core MSCI EAFE ETF | $1,088,083 | $392,177 ▲ | 56.4% | 12,019 | 0.1% | ETF |
BOXX Alpha Architect 1-3 Month Box ETF | $1,082,427 | | 0.0% | 9,308 | 0.1% | ETF |
