DFAC Dimensional U.S. Core Equity 2 ETF | $71,402,298 | $2,375,053 ▲ | 3.4% | 2,064,247 | 14.8% | ETF |
AVUS Avantis U.S. Equity ETF | $59,831,870 | $2,921,470 ▲ | 5.1% | 617,269 | 12.4% | ETF |
DFAU Dimensional US Core Equity Market ETF | $29,637,203 | $1,098,533 ▲ | 3.8% | 731,964 | 6.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $23,271,223 | $3,222,816 ▲ | 16.1% | 365,039 | 4.8% | ETF |
AVDE Avantis International Equity ETF | $20,764,949 | $1,025,492 ▲ | 5.2% | 338,357 | 4.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $20,729,417 | $1,990,096 ▲ | 10.6% | 709,912 | 4.3% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $20,639,414 | $2,412,916 ▲ | 13.2% | 798,584 | 4.3% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $16,738,541 | $1,133,885 ▲ | 7.3% | 284,717 | 3.5% | ETF |
VV Vanguard Large-Cap ETF | $12,093,175 | $389,989 ▼ | -3.1% | 44,839 | 2.5% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $11,937,193 | $3,334,433 ▲ | 38.8% | 254,633 | 2.5% | ETF |
IVV iShares Core S&P 500 ETF | $11,029,294 | $48,859 ▼ | -0.4% | 18,736 | 2.3% | ETF |
AAPL Apple | $9,959,136 | $683,892 ▲ | 7.4% | 39,770 | 2.1% | Computer and Technology |
DIMENSIONAL ETF TRUST
| $9,152,785 | $7,508,308 ▲ | 456.6% | 180,921 | 1.9% | ULTRASHORT FIXED |
DFAE Dimensional Emerging Core Equity Market ETF | $9,012,717 | $511,408 ▲ | 6.0% | 355,251 | 1.9% | ETF |
DIMENSIONAL ETF TRUST
| $8,359,590 | $4,343,499 ▲ | 108.2% | 130,293 | 1.7% | US CORE EQUITY 1 |
IEFA iShares Core MSCI EAFE ETF | $8,315,431 | $2,741 ▲ | 0.0% | 118,319 | 1.7% | ETF |
MSFT Microsoft | $7,027,749 | $636,051 ▲ | 10.0% | 16,673 | 1.5% | Computer and Technology |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $5,266,294 | $39,179 ▲ | 0.7% | 211,838 | 1.1% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $5,028,302 | $107,244 ▲ | 2.2% | 52,091 | 1.0% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $4,622,318 | $314,777 ▲ | 7.3% | 176,492 | 1.0% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,297,739 | $119,725 ▲ | 2.9% | 77,214 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,807,892 | $157,661 ▼ | -4.0% | 6,497 | 0.8% | Finance |
DFCF Dimensional Core Fixed Income ETF | $3,792,732 | $839,312 ▲ | 28.4% | 91,900 | 0.8% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $3,615,052 | $249,581 ▲ | 7.4% | 55,548 | 0.7% | ETF |
VTI Vanguard Total Stock Market ETF | $3,387,828 | $393,556 ▲ | 13.1% | 11,690 | 0.7% | ETF |
REET iShares Global REIT ETF | $3,091,776 | $40,006 ▲ | 1.3% | 128,985 | 0.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,857,683 | $21,351 ▼ | -0.7% | 22,218 | 0.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,831,326 | $5,092 ▲ | 0.2% | 14,458 | 0.6% | ETF |
DFSV Dimensional US Small Cap Value ETF | $2,695,755 | $83,814 ▲ | 3.2% | 87,581 | 0.6% | ETF |
AVIG Avantis Core Fixed Income ETF | $2,608,984 | $78,179 ▲ | 3.1% | 64,308 | 0.5% | ETF |
GOOGL Alphabet | $2,551,373 | $14,765 ▼ | -0.6% | 13,478 | 0.5% | Computer and Technology |
COST Costco Wholesale | $2,449,123 | $45,812 ▼ | -1.8% | 2,673 | 0.5% | Retail/Wholesale |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,417,441 | $63,173 ▲ | 2.7% | 30,116 | 0.5% | ETF |
VT Vanguard Total World Stock ETF | $2,039,047 | $89,752 ▲ | 4.6% | 17,357 | 0.4% | ETF |
V Visa | $1,972,479 | | 0.0% | 6,241 | 0.4% | Business Services |
BSV Vanguard Short-Term Bond ETF | $1,916,781 | $42,422 ▲ | 2.3% | 24,806 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,735,204 | $118,413 ▼ | -6.4% | 17,907 | 0.4% | Finance |
JPM JPMorgan Chase & Co. | $1,712,064 | $959 ▲ | 0.1% | 7,142 | 0.4% | Finance |
IWB iShares Russell 1000 ETF | $1,696,402 | $966 ▲ | 0.1% | 5,266 | 0.4% | ETF |
GOOG Alphabet | $1,689,724 | $304,885 ▲ | 22.0% | 8,873 | 0.3% | Computer and Technology |
AVGE Avantis All Equity Markets ETF | $1,672,159 | $40,744 ▲ | 2.5% | 23,106 | 0.3% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $1,584,921 | $7,078 ▲ | 0.4% | 23,737 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,576,424 | $4,439 ▼ | -0.3% | 30,188 | 0.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,542,181 | $6,540 ▼ | -0.4% | 7,782 | 0.3% | ETF |
MA Mastercard | $1,500,436 | | 0.0% | 2,849 | 0.3% | Business Services |
DIHP Dimensional International High Profitability ETF | $1,492,498 | $1,388 ▲ | 0.1% | 59,156 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,485,681 | $4,691 ▲ | 0.3% | 9,184 | 0.3% | ETF |
DFLV Dimensional US Large Cap Value ETF | $1,412,034 | $98,678 ▼ | -6.5% | 47,021 | 0.3% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $1,406,213 | $162,715 ▼ | -10.4% | 40,938 | 0.3% | Finance |
SPLV Invesco S&P 500 Low Volatility ETF | $1,307,349 | $1,890 ▲ | 0.1% | 18,676 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $1,291,743 | | 0.0% | 5,376 | 0.3% | ETF |
DFGR Dimensional Global Real Estate ETF | $1,263,213 | $157,480 ▲ | 14.2% | 49,460 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $1,159,944 | $54,394 ▲ | 4.9% | 2,559 | 0.2% | Finance |
UNH UnitedHealth Group | $1,150,988 | $59,700 ▼ | -4.9% | 2,275 | 0.2% | Medical |
AVDV Avantis International Small Cap Value ETF | $1,123,450 | $13,797 ▲ | 1.2% | 17,263 | 0.2% | ETF |
META Meta Platforms | $1,098,478 | | 0.0% | 1,876 | 0.2% | Computer and Technology |
PG Procter & Gamble | $1,084,792 | $168 ▲ | 0.0% | 6,471 | 0.2% | Consumer Staples |
IWM iShares Russell 2000 ETF | $1,053,842 | $884 ▲ | 0.1% | 4,769 | 0.2% | Finance |
AVRE Avantis Real Estate ETF | $992,836 | $18,487 ▼ | -1.8% | 23,684 | 0.2% | ETF |
HD Home Depot | $990,079 | $46,683 ▼ | -4.5% | 2,545 | 0.2% | Retail/Wholesale |
CINF Cincinnati Financial | $948,412 | | 0.0% | 6,600 | 0.2% | Finance |
SDY SPDR S&P Dividend ETF | $936,725 | $171,599 ▼ | -15.5% | 7,091 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $936,541 | $32,287 ▼ | -3.3% | 12,386 | 0.2% | Finance |
WMT Walmart | $924,478 | $9,306 ▲ | 1.0% | 10,232 | 0.2% | Retail/Wholesale |
AVSF Avantis Short-Term Fixed Income ETF | $922,918 | $35,804 ▲ | 4.0% | 20,003 | 0.2% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $906,240 | | 0.0% | 3,571 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $874,553 | $595 ▲ | 0.1% | 13,223 | 0.2% | Manufacturing |
VO Vanguard Mid-Cap ETF | $866,611 | | 0.0% | 3,281 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $858,173 | $119,570 ▲ | 16.2% | 13,773 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $856,842 | $40,094 ▼ | -4.5% | 7,437 | 0.2% | ETF |
CTAS Cintas | $833,882 | $17,357 ▼ | -2.0% | 4,564 | 0.2% | Business Services |
PAYX Paychex | $827,509 | $217,042 ▼ | -20.8% | 5,902 | 0.2% | Business Services |
PRF Invesco FTSE RAFI US 1000 ETF | $810,351 | $7,221 ▼ | -0.9% | 20,088 | 0.2% | ETF |
AMZN Amazon.com | $801,651 | $213,686 ▲ | 36.3% | 3,654 | 0.2% | Retail/Wholesale |
VXUS Vanguard Total International Stock ETF | $796,375 | $63,055 ▼ | -7.3% | 13,514 | 0.2% | ETF |
VXF Vanguard Extended Market ETF | $794,835 | $3,989 ▲ | 0.5% | 4,184 | 0.2% | ETF |
AVGO Broadcom | $759,283 | $23,184 ▼ | -3.0% | 3,275 | 0.2% | Computer and Technology |
DUHP Dimensional US High Profitability ETF | $734,586 | $2,163 ▲ | 0.3% | 21,740 | 0.2% | ETF |
LOW Lowe's Companies | $707,646 | | 0.0% | 2,867 | 0.1% | Retail/Wholesale |
NVDA NVIDIA | $681,349 | $10,743 ▲ | 1.6% | 5,074 | 0.1% | Computer and Technology |
BRK.A Berkshire Hathaway | $680,920 | | 0.0% | 1 | 0.1% | Finance |
QQQ Invesco QQQ | $675,328 | | 0.0% | 1,321 | 0.1% | Finance |
UPS United Parcel Service | $664,982 | | 0.0% | 5,273 | 0.1% | Transportation |
LAM RESEARCH CORP
| $657,456 | $657,456 ▲ | New Holding | 9,102 | 0.1% | COM NEW |
MKC McCormick & Company, Incorporated | $615,928 | | 0.0% | 8,079 | 0.1% | Consumer Staples |
DIMENSIONAL ETF TRUST
| $596,181 | $232,476 ▲ | 63.9% | 9,545 | 0.1% | WORLD EQUITY ETF |
ACN Accenture | $574,121 | $231,126 ▲ | 67.4% | 1,632 | 0.1% | Computer and Technology |
MCD McDonald's | $563,349 | | 0.0% | 1,943 | 0.1% | Retail/Wholesale |
TMO Thermo Fisher Scientific | $531,315 | $88,986 ▼ | -14.3% | 1,021 | 0.1% | Medical |
IWD iShares Russell 1000 Value ETF | $485,927 | $1,111 ▲ | 0.2% | 2,625 | 0.1% | ETF |
VTV Vanguard Value ETF | $457,344 | $1,185 ▲ | 0.3% | 2,701 | 0.1% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $453,233 | | 0.0% | 3,935 | 0.1% | ETF |
BX Blackstone | $436,546 | | 0.0% | 2,532 | 0.1% | Finance |
DFAR Dimensional US Real Estate ETF | $434,939 | $8,447 ▲ | 2.0% | 18,691 | 0.1% | ETF |
TROW T. Rowe Price Group | $427,522 | $205,957 ▲ | 93.0% | 3,780 | 0.1% | Finance |
ADBE Adobe | $403,769 | | 0.0% | 908 | 0.1% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $401,283 | $50,238 ▲ | 14.3% | 5,144 | 0.1% | ETF |
PLD Prologis | $397,572 | $238,797 ▼ | -37.5% | 3,761 | 0.1% | Finance |
ATO Atmos Energy | $393,274 | | 0.0% | 2,824 | 0.1% | Utilities |
MDLZ Mondelez International | $390,685 | | 0.0% | 6,541 | 0.1% | Consumer Staples |
