DFAC Dimensional U.S. Core Equity 2 ETF | $661,845,193 | $76,164,762 â–² | 13.0% | 15,724,523 | 9.8% | ETF |
VTI Vanguard Total Stock Market ETF | $255,898,367 | $14,442,531 â–² | 6.0% | 730,033 | 3.8% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $252,925,410 | $35,513,702 â–² | 16.3% | 5,246,327 | 3.8% | ETF |
DFCF Dimensional Core Fixed Income ETF | $188,197,878 | $77,016,685 â–² | 69.3% | 4,408,477 | 2.8% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $172,902,440 | $9,723,070 â–² | 6.0% | 4,552,460 | 2.6% | ETF |
DFUS Dimensional U.S. Equity ETF | $168,796,471 | $74,026,572 â–² | 78.1% | 2,180,551 | 2.5% | ETF |
DUHP Dimensional US High Profitability ETF | $153,342,707 | $50,971,975 â–² | 49.8% | 3,891,947 | 2.3% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $141,257,110 | $32,034,585 â–² | 29.3% | 2,132,827 | 2.1% | ETF |
BND Vanguard Total Bond Market ETF | $133,042,683 | $10,563,175 â–² | 8.6% | 1,796,418 | 2.0% | ETF |
BSV Vanguard Short-Term Bond ETF | $130,110,484 | $439,363 â–¼ | -0.3% | 1,655,982 | 1.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $121,189,449 | $364,722 â–² | 0.3% | 1,740,478 | 1.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $115,955,369 | $4,511,882 â–² | 4.0% | 1,959,368 | 1.7% | ETF |
DIMENSIONAL ETF TRUST
| $113,174,152 | $10,372,859 â–² | 10.1% | 2,130,939 | 1.7% | DIMENSIONAL INTE |
VONE Vanguard Russell 1000 ETF | $106,379,992 | $14,600,570 â–² | 15.9% | 330,603 | 1.6% | ETF |
DFAU Dimensional US Core Equity Market ETF | $105,760,371 | $100,412,684 â–² | 1,877.7% | 2,153,540 | 1.6% | ETF |
DFIV Dimensional International Value ETF | $105,314,428 | $41,639,600 â–² | 65.4% | 1,895,167 | 1.6% | ETF |
AAPL Apple | $89,058,375 | $20,292,657 â–² | 29.5% | 329,565 | 1.3% | Computer and Technology |
AVEM Avantis Emerging Markets Equity ETF | $86,327,285 | $9,492,250 â–² | 12.4% | 960,152 | 1.3% | ETF |
AVDE Avantis International Equity ETF | $68,970,106 | $6,839,922 â–² | 11.0% | 757,248 | 1.0% | ETF |
DIHP Dimensional International High Profitability ETF | $68,604,011 | $24,667,655 â–² | 56.1% | 1,999,534 | 1.0% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $63,983,623 | $11,006,202 â–² | 20.8% | 1,657,178 | 0.9% | ETF |
DFNM Dimensional National Municipal Bond ETF | $63,896,512 | $30,892,749 â–² | 93.6% | 1,320,176 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $62,243,612 | $2,280,254 â–² | 3.8% | 87,650 | 0.9% | Finance |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $59,578,696 | $18,435,392 â–² | 44.8% | 1,612,850 | 0.9% | ETF |
MGC Vanguard Mega Cap ETF | $56,368,613 | $6,160,847 â–¼ | -9.9% | 217,337 | 0.8% | ETF |
DFUV Dimensional US Marketwide Value ETF | $54,746,665 | $17,149,207 â–² | 45.6% | 1,074,939 | 0.8% | ETF |
DFLV Dimensional US Large Cap Value ETF | $54,707,738 | $5,446,713 â–² | 11.1% | 1,464,732 | 0.8% | ETF |
VOO Vanguard S&P 500 ETF | $53,389,870 | $11,579,077 â–² | 27.7% | 81,788 | 0.8% | ETF |
AVDV Avantis International Small Cap Value ETF | $52,834,078 | $2,096,800 â–² | 4.1% | 489,839 | 0.8% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $52,226,666 | $13,766,784 â–² | 35.8% | 1,122,430 | 0.8% | Manufacturing |
ESGV Vanguard ESG U.S. Stock ETF | $51,557,154 | $21,076,977 â–² | 69.1% | 413,715 | 0.8% | ETF |
MSFT Microsoft | $51,311,207 | $7,920,993 â–² | 18.3% | 121,363 | 0.8% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $47,493,987 | $3,839,252 â–² | 8.8% | 487,168 | 0.7% | ETF |
BNDX Vanguard Total International Bond ETF | $47,119,380 | $5,237,860 â–¼ | -10.0% | 974,951 | 0.7% | ETF |
VTV Vanguard Value ETF | $46,694,395 | $4,839,674 â–² | 11.6% | 228,625 | 0.7% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $46,533,640 | $12,116,094 â–² | 35.2% | 1,807,132 | 0.7% | ETF |
DFAI Dimensional International Core Equity Market ETF | $46,457,764 | $37,917,680 â–² | 444.0% | 1,113,561 | 0.7% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $46,107,329 | $6,518,263 â–² | 16.5% | 948,515 | 0.7% | Manufacturing |
SUB iShares Short-Term National Muni Bond ETF | $44,655,608 | $791,469 â–² | 1.8% | 418,476 | 0.7% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $43,588,240 | $10,046,493 â–² | 30.0% | 355,648 | 0.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $42,709,950 | $2,185,497 â–¼ | -4.9% | 275,353 | 0.6% | ETF |
VO Vanguard Mid-Cap ETF | $42,242,929 | $708,742 â–² | 1.7% | 137,563 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $40,487,723 | $376,333 â–² | 0.9% | 142,227 | 0.6% | ETF |
VUG Vanguard Growth ETF | $36,920,279 | $16,668,209 â–² | 82.3% | 74,750 | 0.5% | ETF |
SPHY SPDR Portfolio High Yield Bond ETF | $36,760,429 | $8,858,376 â–² | 31.7% | 1,556,326 | 0.5% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $36,629,615 | $2,469,277 â–¼ | -6.3% | 79,155 | 0.5% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $36,016,017 | $9,885,290 â–² | 37.8% | 717,308 | 0.5% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $34,467,433 | $2,018,374 â–¼ | -5.5% | 125,583 | 0.5% | ETF |
VANGUARD INSTL INDEX FD
| $34,354,177 | $23,449,886 â–² | 215.1% | 454,601 | 0.5% | 0-3 MO TREAS BIL |
IJH iShares Core S&P Mid-Cap ETF | $33,620,772 | $6,873,454 â–² | 25.7% | 461,190 | 0.5% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $32,973,173 | $866,330 â–² | 2.7% | 665,721 | 0.5% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $30,609,838 | $18,193,517 â–² | 146.5% | 646,732 | 0.5% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $29,859,372 | $1,505,155 â–¼ | -4.8% | 375,495 | 0.4% | ETF |
GOOG Alphabet | $29,684,771 | $7,460,733 â–² | 33.6% | 87,462 | 0.4% | Computer and Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $28,817,252 | $1,307,966 â–¼ | -4.3% | 345,199 | 0.4% | ETF |
NVDA NVIDIA | $28,344,831 | $7,455,281 â–² | 35.7% | 140,544 | 0.4% | Computer and Technology |
AVLV Avantis U.S. Large Cap Value ETF | $27,766,216 | $3,730,408 â–² | 15.5% | 325,246 | 0.4% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $27,634,703 | $5,782,420 â–² | 26.5% | 285,866 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $27,530,988 | $3,160,051 â–² | 13.0% | 57,788 | 0.4% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $27,071,621 | $21,391,905 â–² | 376.6% | 351,534 | 0.4% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $26,896,611 | $143,094 â–¼ | -0.5% | 167,852 | 0.4% | ETF |
QQQ Invesco QQQ | $26,142,897 | $2,966,551 â–² | 12.8% | 40,291 | 0.4% | Finance |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $25,030,227 | $6,104,557 â–² | 32.3% | 742,076 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $24,112,323 | $2,203,706 â–² | 10.1% | 477,945 | 0.4% | ETF |
VSGX Vanguard ESG International Stock ETF | $24,009,824 | $11,635,110 â–² | 94.0% | 304,114 | 0.4% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $23,100,057 | $17,303,500 â–² | 298.5% | 610,144 | 0.3% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $22,108,912 | $2,004,852 â–² | 10.0% | 382,573 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $20,927,307 | $1,415,246 â–² | 7.3% | 194,908 | 0.3% | ETF |
AVUS Avantis U.S. Equity ETF | $20,799,664 | $84,910 â–¼ | -0.4% | 172,697 | 0.3% | ETF |
XOM ExxonMobil | $20,651,299 | $13,848,270 â–² | 203.6% | 141,022 | 0.3% | Energy |
JSCP JPMorgan Short Duration Core Plus ETF | $20,430,310 | $1,527,662 â–¼ | -7.0% | 430,656 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $19,998,330 | $6,121,608 â–² | 44.1% | 42,139 | 0.3% | Finance |
JPIB JPMorgan International Bond Opportunities ETF | $19,964,909 | $13,157,117 â–² | 193.3% | 411,563 | 0.3% | ETF |
AMZN Amazon.com | $19,181,671 | $7,817,242 â–² | 68.8% | 76,555 | 0.3% | Retail/Wholesale |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $19,055,170 | $1,170,934 â–¼ | -5.8% | 379,888 | 0.3% | Manufacturing |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $18,723,743 | $18,723,743 â–² | New Holding | 204,519 | 0.3% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $17,774,644 | $223,518 â–² | 1.3% | 776,694 | 0.3% | Manufacturing |
DFSU Dimensional US Sustainability Core 1 ETF | $17,766,062 | $4,526,484 â–² | 34.2% | 395,443 | 0.3% | ETF |
GOOGL Alphabet | $17,753,025 | $4,777,374 â–² | 36.8% | 51,958 | 0.3% | Computer and Technology |
AVUV Avantis U.S. Small Cap Value ETF | $17,458,137 | $895,735 â–¼ | -4.9% | 148,555 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $16,709,711 | $290,361 â–¼ | -1.7% | 199,519 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $16,444,956 | $122,434 â–² | 0.8% | 72,397 | 0.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $15,983,075 | $529,507 â–¼ | -3.2% | 77,243 | 0.2% | ETF |
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | $15,978,902 | $1,109,008 â–¼ | -6.5% | 344,819 | 0.2% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $15,913,072 | $2,839,547 â–² | 21.7% | 271,647 | 0.2% | ETF |
DFSV Dimensional US Small Cap Value ETF | $15,882,218 | $14,034,609 â–² | 759.6% | 428,670 | 0.2% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $15,708,713 | $762,444 â–² | 5.1% | 202,302 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $14,869,899 | $776,612 â–² | 5.5% | 64,028 | 0.2% | ETF |
IYY iShares Dow Jones U.S. ETF | $14,664,760 | $185,240 â–¼ | -1.2% | 84,787 | 0.2% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $14,225,442 | $14,225,442 â–² | New Holding | 229,221 | 0.2% | Manufacturing |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $13,538,431 | $610,391 â–¼ | -4.3% | 123,032 | 0.2% | Finance |
DFSI Dimensional International Sustainability Core 1 ETF | $13,341,708 | $3,564,388 â–² | 36.5% | 289,911 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $13,256,345 | $802,705 â–¼ | -5.7% | 58,280 | 0.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $13,115,760 | $861,574 â–¼ | -6.2% | 68,123 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $12,715,316 | $1,340,275 â–¼ | -9.5% | 162,808 | 0.2% | ETF |
CMF iShares California Muni Bond ETF | $12,210,826 | $8,607,911 â–² | 238.9% | 212,510 | 0.2% | ETF |
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF | $11,913,361 | $703,929 â–¼ | -5.6% | 246,347 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $11,723,205 | $694,825 â–² | 6.3% | 86,588 | 0.2% | ETF |
IMTM iShares MSCI Intl Momentum Factor ETF | $11,722,233 | $710,083 â–¼ | -5.7% | 221,970 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $11,719,680 | $4,837,432 â–² | 70.3% | 37,770 | 0.2% | Finance |
