DFAC Dimensional U.S. Core Equity 2 ETF | $462,825,320 | $35,103,495 ▲ | 8.2% | 12,781,699 | 12.5% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $162,758,291 | $33,642,576 ▲ | 26.1% | 3,396,458 | 4.4% | ETF |
VTI Vanguard Total Stock Market ETF | $131,451,807 | $10,401,104 ▲ | 8.6% | 430,143 | 3.6% | ETF |
BSV Vanguard Short-Term Bond ETF | $126,819,054 | $6,013,111 ▼ | -4.5% | 1,621,727 | 3.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $112,534,739 | $12,090,240 ▲ | 12.0% | 3,646,621 | 3.1% | ETF |
BND Vanguard Total Bond Market ETF | $111,773,410 | $2,525,363 ▲ | 2.3% | 1,534,506 | 3.0% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $91,967,793 | $1,082,861 ▲ | 1.2% | 1,657,077 | 2.5% | ETF |
DFCF Dimensional Core Fixed Income ETF | $90,251,782 | $4,529,897 ▲ | 5.3% | 2,148,340 | 2.4% | ETF |
DFUS Dimensional U.S. Equity ETF | $79,393,885 | $31,137,457 ▲ | 64.5% | 1,177,252 | 2.2% | ETF |
MGC Vanguard Mega Cap ETF | $73,874,747 | $934,027 ▲ | 1.3% | 327,444 | 2.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $72,470,862 | $2,344,826 ▲ | 3.3% | 1,282,443 | 2.0% | ETF |
DIMENSIONAL ETF TRUST
| $71,922,581 | $21,954,036 ▲ | 43.9% | 1,348,633 | 1.9% | GLOBAL EX US COR |
BNDX Vanguard Total International Bond ETF | $69,718,395 | $15,052,474 ▼ | -17.8% | 1,413,879 | 1.9% | ETF |
DUHP Dimensional US High Profitability ETF | $68,377,301 | $16,993,279 ▲ | 33.1% | 1,902,011 | 1.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $67,915,818 | $5,337,104 ▲ | 8.5% | 1,373,980 | 1.8% | ETF |
VONE Vanguard Russell 1000 ETF | $59,112,682 | $23,536,933 ▲ | 66.2% | 209,360 | 1.6% | ETF |
DFIV Dimensional International Value ETF | $51,652,834 | $885,549 ▼ | -1.7% | 1,209,385 | 1.4% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $44,935,987 | $12,295,776 ▲ | 37.7% | 657,632 | 1.2% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $41,850,743 | $6,601,721 ▼ | -13.6% | 175,423 | 1.1% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $40,168,210 | $36,583 ▲ | 0.1% | 1,359,330 | 1.1% | ETF |
AVDE Avantis International Equity ETF | $39,849,302 | $9,746,107 ▲ | 32.4% | 542,167 | 1.1% | ETF |
MSFT Microsoft | $39,728,662 | $531,567 ▲ | 1.4% | 79,821 | 1.1% | Computer and Technology |
AAPL Apple | $38,707,619 | $14,807,555 ▲ | 62.0% | 184,366 | 1.0% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $35,568,103 | $14,843,907 ▲ | 71.6% | 833,172 | 1.0% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $35,325,279 | $1,900,224 ▲ | 5.7% | 332,223 | 1.0% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $34,368,640 | $3,335,905 ▲ | 10.7% | 1,174,996 | 0.9% | ETF |
VTV Vanguard Value ETF | $33,856,826 | $1,130,147 ▼ | -3.2% | 189,993 | 0.9% | ETF |
AVDV Avantis International Small Cap Value ETF | $33,445,165 | $3,267,622 ▲ | 10.8% | 422,074 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $31,208,348 | $23,160,007 ▲ | 287.8% | 50,281 | 0.8% | Finance |
DFLV Dimensional US Large Cap Value ETF | $30,759,814 | $8,179,325 ▲ | 36.2% | 980,236 | 0.8% | ETF |
DFNM Dimensional National Municipal Bond ETF | $29,022,763 | $1,523,359 ▼ | -5.0% | 611,392 | 0.8% | ETF |
DIHP Dimensional International High Profitability ETF | $27,223,517 | $6,517,950 ▲ | 31.5% | 930,719 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $26,245,531 | $4,511,870 ▲ | 20.8% | 317,608 | 0.7% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $26,197,270 | $2,901,449 ▼ | -10.0% | 196,264 | 0.7% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $23,672,438 | $9,048,084 ▲ | 61.9% | 517,317 | 0.6% | Manufacturing |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $21,931,123 | $1,483,485 ▼ | -6.3% | 439,854 | 0.6% | Manufacturing |
VO Vanguard Mid-Cap ETF | $21,837,226 | $5,660,677 ▲ | 35.0% | 77,374 | 0.6% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $21,213,513 | $8,296,077 ▲ | 64.2% | 837,816 | 0.6% | ETF |
QQQ Invesco QQQ | $20,783,015 | $18,534,024 ▲ | 824.1% | 37,648 | 0.6% | Finance |
VONG Vanguard Russell 1000 Growth ETF | $20,329,140 | $4,417,327 ▲ | 27.8% | 185,756 | 0.6% | ETF |
VOO Vanguard S&P 500 ETF | $20,187,718 | $5,071,609 ▲ | 33.6% | 35,379 | 0.5% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $20,004,306 | $1,744,679 ▲ | 9.6% | 243,421 | 0.5% | ETF |
VB Vanguard Small-Cap ETF | $19,658,957 | $5,320,340 ▲ | 37.1% | 81,694 | 0.5% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $18,885,693 | $7,249,982 ▲ | 62.3% | 390,604 | 0.5% | Manufacturing |
MUB iShares National Muni Bond ETF | $18,309,551 | $3,954,151 ▼ | -17.8% | 175,564 | 0.5% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $18,057,700 | $2,753,830 ▼ | -13.2% | 98,353 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $17,927,726 | $1,373,568 ▲ | 8.3% | 365,872 | 0.5% | ETF |
AVUS Avantis U.S. Equity ETF | $17,386,011 | $1,845,184 ▼ | -9.6% | 170,903 | 0.5% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $15,976,701 | $5,108,987 ▲ | 47.0% | 313,146 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $15,898,702 | $961,964 ▲ | 6.4% | 251,761 | 0.4% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $15,709,137 | $2,959,064 ▼ | -15.9% | 167,403 | 0.4% | ETF |
NVDA NVIDIA | $14,749,234 | $393,701 ▲ | 2.7% | 93,208 | 0.4% | Computer and Technology |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $14,021,285 | $2,803,576 ▲ | 25.0% | 152,372 | 0.4% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $13,939,329 | $5,661,667 ▲ | 68.4% | 201,785 | 0.4% | ETF |
IMTM iShares MSCI Intl Momentum Factor ETF | $13,331,353 | $2,200,572 ▼ | -14.2% | 295,661 | 0.4% | ETF |
GOOG Alphabet | $13,235,926 | $11,455,877 ▲ | 643.6% | 74,543 | 0.4% | Computer and Technology |
VUG Vanguard Growth ETF | $13,063,249 | $8,034,400 ▲ | 159.8% | 29,777 | 0.4% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $13,014,439 | $673,376 ▼ | -4.9% | 95,998 | 0.4% | Manufacturing |
VBR Vanguard Small-Cap Value ETF | $12,770,355 | $144,914 ▲ | 1.1% | 64,066 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $12,531,837 | $309,940 ▼ | -2.4% | 60,690 | 0.3% | ETF |
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF | $12,530,136 | $2,341,110 ▼ | -15.7% | 338,287 | 0.3% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $12,356,924 | $587,113 ▼ | -4.5% | 530,340 | 0.3% | Manufacturing |
BRK.B Berkshire Hathaway | $12,067,867 | $3,549,851 ▲ | 41.7% | 25,245 | 0.3% | Finance |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $11,876,134 | $4,728,509 ▲ | 66.2% | 356,213 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $11,736,545 | $246,656 ▼ | -2.1% | 171,012 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $11,461,952 | $2,072,703 ▼ | -15.3% | 26,953 | 0.3% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $11,250,790 | $278,721 ▲ | 2.5% | 102,206 | 0.3% | ETF |
VANGUARD INSTL INDEX FD
| $10,984,122 | $10,984,122 ▲ | New Holding | 145,736 | 0.3% | 0-3 MO TREAS BIL |
SPHY SPDR Portfolio High Yield Bond ETF | $10,906,194 | $5,089,160 ▲ | 87.5% | 461,736 | 0.3% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $10,395,352 | $9,409,931 ▲ | 954.9% | 205,930 | 0.3% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $10,241,108 | $149,373 ▲ | 1.5% | 175,241 | 0.3% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $9,695,149 | $1,289,478 ▲ | 15.3% | 424,481 | 0.3% | Manufacturing |
VCSH Vanguard Short-Term Corporate Bond ETF | $9,620,443 | $793,044 ▼ | -7.6% | 121,747 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $9,265,338 | $8,345,002 ▲ | 906.7% | 68,770 | 0.3% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $9,207,331 | $171,884 ▲ | 1.9% | 195,734 | 0.2% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $9,194,720 | $1,633,310 ▼ | -15.1% | 95,223 | 0.2% | Finance |
MA Mastercard | $9,180,962 | $8,811,938 ▲ | 2,387.9% | 16,246 | 0.2% | Business Services |
EFV iShares MSCI EAFE Value ETF | $8,904,470 | $457,368 ▼ | -4.9% | 141,072 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $8,747,630 | $2,294,544 ▼ | -20.8% | 44,658 | 0.2% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $8,653,217 | $2,308,161 ▼ | -21.1% | 356,834 | 0.2% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $8,620,606 | $744,361 ▲ | 9.5% | 217,472 | 0.2% | ETF |
GD General Dynamics | $8,506,862 | $139,075 ▲ | 1.7% | 28,871 | 0.2% | Aerospace |
AMZN Amazon.com | $8,338,336 | $244,253 ▲ | 3.0% | 37,313 | 0.2% | Retail/Wholesale |
VUSB Vanguard Ultra-Short Bond ETF | $8,220,072 | $415,624 ▼ | -4.8% | 165,460 | 0.2% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $8,067,736 | $8,067,736 ▲ | New Holding | 20,304 | 0.2% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $7,696,944 | $1,850,481 ▼ | -19.4% | 130,082 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $7,523,515 | $528,120 ▼ | -6.6% | 67,682 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $7,447,985 | $5,636,786 ▲ | 311.2% | 185,550 | 0.2% | ETF |
GOOGL Alphabet | $7,438,429 | $5,171,984 ▲ | 228.2% | 42,075 | 0.2% | Computer and Technology |
ESGD iShares ESG Aware MSCI EAFE ETF | $7,391,497 | $7,320 ▼ | -0.1% | 83,813 | 0.2% | Manufacturing |
BRK.A Berkshire Hathaway | $7,164,150 | $5,014,905 ▲ | 233.3% | 10 | 0.2% | Finance |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $7,096,085 | $1,294,011 ▼ | -15.4% | 84,922 | 0.2% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $6,978,610 | $60,907 ▲ | 0.9% | 167,513 | 0.2% | ETF |
DFGR Dimensional Global Real Estate ETF | $6,946,281 | $385,136 ▲ | 5.9% | 258,996 | 0.2% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $6,804,448 | $625,656 ▲ | 10.1% | 109,714 | 0.2% | ETF |
DIMENSIONAL ETF TRUST
| $6,617,670 | $690,382 ▲ | 11.6% | 98,127 | 0.2% | WORLD EQUITY ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $6,561,845 | $1,090 ▲ | 0.0% | 108,353 | 0.2% | Manufacturing |
JPM JPMorgan Chase & Co. | $6,506,285 | $2,799,419 ▲ | 75.5% | 22,284 | 0.2% | Finance |
DFSI Dimensional International Sustainability Core 1 ETF | $6,036,341 | $360,867 ▲ | 6.4% | 154,343 | 0.2% | ETF |
VSGX Vanguard ESG International Stock ETF | $6,036,015 | $554,090 ▼ | -8.4% | 92,933 | 0.2% | ETF |
