AVUS Avantis U.S. Equity ETF | $17,260,161 | $507,426 ▲ | 3.0% | 171,198 | 12.5% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $16,304,934 | $261,668 ▲ | 1.6% | 454,937 | 11.8% | ETF |
DFCF Dimensional Core Fixed Income ETF | $7,250,872 | $178,126 ▲ | 2.5% | 171,578 | 5.2% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $7,198,726 | $103,404 ▲ | 1.5% | 93,079 | 5.2% | ETF |
AVDE Avantis International Equity ETF | $7,146,097 | $237,276 ▲ | 3.4% | 96,556 | 5.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $6,972,367 | $231,931 ▲ | 3.4% | 224,264 | 5.0% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $4,534,457 | $219,735 ▲ | 5.1% | 49,774 | 3.3% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,404,240 | $14,353 ▼ | -0.3% | 81,620 | 3.2% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $3,918,088 | $74,319 ▲ | 1.9% | 81,610 | 2.8% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $3,736,756 | $97,053 ▲ | 2.7% | 54,519 | 2.7% | ETF |
DFUV Dimensional US Marketwide Value ETF | $3,648,811 | $27,397 ▼ | -0.7% | 86,301 | 2.6% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $3,577,884 | $54,166 ▲ | 1.5% | 120,549 | 2.6% | ETF |
BSV Vanguard Short-Term Bond ETF | $3,577,702 | $21,721 ▲ | 0.6% | 45,460 | 2.6% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $3,469,143 | $544,882 ▲ | 18.6% | 68,411 | 2.5% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $2,974,437 | $88,621 ▲ | 3.1% | 46,687 | 2.1% | ETF |
VTI Vanguard Total Stock Market ETF | $2,872,533 | $251,358 ▲ | 9.6% | 9,451 | 2.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,713,290 | $214,664 ▼ | -7.3% | 40,485 | 2.0% | ETF |
AVDV Avantis International Small Cap Value ETF | $1,957,848 | $112,341 ▲ | 6.1% | 24,695 | 1.4% | ETF |
DISV Dimensional International Small Cap Value ETF | $1,742,450 | $61,015 ▲ | 3.6% | 52,946 | 1.3% | ETF |
BNDX Vanguard Total International Bond ETF | $1,580,870 | $56,937 ▲ | 3.7% | 31,930 | 1.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,525,940 | $112,767 ▲ | 8.0% | 26,766 | 1.1% | ETF |
DFIV Dimensional International Value ETF | $1,505,754 | $29,938 ▼ | -1.9% | 35,157 | 1.1% | ETF |
NVDA NVIDIA | $1,390,951 | $4,108 ▲ | 0.3% | 8,804 | 1.0% | Computer and Technology |
DIMENSIONAL ETF TRUST
| $1,354,602 | $640,152 ▼ | -32.1% | 26,692 | 1.0% | ULTRASHORT FIXED |
DFSV Dimensional US Small Cap Value ETF | $1,345,204 | $131,845 ▲ | 10.9% | 45,709 | 1.0% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,298,142 | $19,260 ▲ | 1.5% | 17,861 | 0.9% | ETF |
GLD SPDR Gold Shares | $1,128,481 | | 0.0% | 3,702 | 0.8% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,051,026 | $179,875 ▲ | 20.6% | 7,783 | 0.8% | ETF |
VFVA Vanguard U.S. Value Factor | $1,013,554 | $473 ▼ | 0.0% | 8,568 | 0.7% | ETF |
SHOP Shopify | $907,920 | $34,259 ▼ | -3.6% | 7,871 | 0.7% | Computer and Technology |
AVRE Avantis Real Estate ETF | $900,229 | $7,595 ▲ | 0.9% | 20,386 | 0.6% | ETF |
REET iShares Global REIT ETF | $898,468 | $9,361 ▲ | 1.1% | 36,375 | 0.6% | ETF |
DFGR Dimensional Global Real Estate ETF | $835,363 | $63,910 ▲ | 8.3% | 31,135 | 0.6% | ETF |
DFNM Dimensional National Municipal Bond ETF | $786,993 | $63,318 ▲ | 8.7% | 16,593 | 0.6% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $714,230 | $1,053 ▲ | 0.1% | 4,749 | 0.5% | Manufacturing |
VWO Vanguard FTSE Emerging Markets ETF | $660,719 | $32,000 ▲ | 5.1% | 13,359 | 0.5% | ETF |
AAPL Apple | $539,670 | $106,498 ▼ | -16.5% | 2,630 | 0.4% | Computer and Technology |
DMXF iShares ESG Advanced MSCI EAFE ETF | $523,565 | $5,211 ▲ | 1.0% | 7,033 | 0.4% | Manufacturing |
VB Vanguard Small-Cap ETF | $522,109 | | 0.0% | 2,203 | 0.4% | ETF |
QQQ Invesco QQQ | $514,659 | $1,103 ▲ | 0.2% | 933 | 0.4% | Finance |
IDEV iShares Core MSCI International Developed Markets ETF | $514,241 | $72,083 ▲ | 16.3% | 6,763 | 0.4% | ETF |
XVV iShares ESG Select Screened S&P 500 ETF | $508,258 | $1,192 ▲ | 0.2% | 10,658 | 0.4% | ETF |
EFV iShares MSCI EAFE Value ETF | $424,411 | $8,950 ▲ | 2.2% | 6,686 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $411,642 | $1,236 ▲ | 0.3% | 666 | 0.3% | Finance |
VSGX Vanguard ESG International Stock ETF | $319,151 | $201,197 ▲ | 170.6% | 4,873 | 0.2% | ETF |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $317,553 | $113,733 ▲ | 55.8% | 5,009 | 0.2% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $288,404 | $55,553 ▲ | 23.9% | 4,906 | 0.2% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $287,913 | $882 ▲ | 0.3% | 653 | 0.2% | Finance |
DFAI Dimensional International Core Equity Market ETF | $286,964 | $155,357 ▼ | -35.1% | 8,301 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $261,590 | $31,933 ▲ | 13.9% | 4,358 | 0.2% | ETF |
XOM Exxon Mobil | $257,483 | $2,048 ▲ | 0.8% | 2,389 | 0.2% | Energy |
MSFT Microsoft | $255,295 | $55,737 ▲ | 27.9% | 513 | 0.2% | Computer and Technology |
IWB iShares Russell 1000 ETF | $252,086 | $340 ▲ | 0.1% | 742 | 0.2% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $239,650 | $34,988 ▲ | 17.1% | 4,007 | 0.2% | ETF |
CVX Chevron | $238,509 | $3,006 ▲ | 1.3% | 1,666 | 0.2% | Energy |
SPOT Spotify Technology | $230,969 | | 0.0% | 301 | 0.2% | Computer and Technology |
EMXF iShares ESG Advanced MSCI EM ETF | $212,270 | $171 ▼ | -0.1% | 4,951 | 0.2% | ETF |
XJR iShares ESG Select Screened S&P Small-Cap ETF | $209,489 | $791 ▲ | 0.4% | 5,297 | 0.2% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $193,335 | $661 ▲ | 0.3% | 1,463 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $191,109 | $1,002 ▲ | 0.5% | 2,289 | 0.1% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $190,532 | $62,825 ▼ | -24.8% | 6,581 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $189,475 | $971 ▲ | 0.5% | 976 | 0.1% | ETF |
H2O AMERICA
| $188,593 | $260 ▲ | 0.1% | 3,629 | 0.1% | COM |
IWR iShares Russell Mid-Cap ETF | $174,529 | $552 ▲ | 0.3% | 1,898 | 0.1% | ETF |
DFCA Dimensional California Municipal Bond ETF | $166,566 | $1,232 ▲ | 0.7% | 3,380 | 0.1% | ETF |
DFLV Dimensional US Large Cap Value ETF | $150,377 | $150,377 ▲ | New Holding | 4,848 | 0.1% | ETF |
META Meta Platforms | $148,596 | $24,396 ▲ | 19.6% | 201 | 0.1% | Computer and Technology |
AVSU Avantis Responsible U.S. Equity ETF | $148,170 | $412 ▲ | 0.3% | 2,160 | 0.1% | ETF |
IAU iShares Gold Trust | $136,880 | | 0.0% | 2,195 | 0.1% | Finance |
JPM JPMorgan Chase & Co. | $136,726 | $13,325 ▲ | 10.8% | 472 | 0.1% | Finance |
DFSB Dimensional Global Sustainability Fixed Income ETF | $131,366 | | 0.0% | 2,506 | 0.1% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $129,598 | $5,024 ▲ | 4.0% | 3,405 | 0.1% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $127,746 | $41,444 ▲ | 48.0% | 3,255 | 0.1% | ETF |
VGK Vanguard FTSE Europe ETF | $115,213 | $1,705 ▲ | 1.5% | 1,487 | 0.1% | ETF |
MANAGER DIRECTED PORTFOLIOS
| $112,680 | $17,710 ▲ | 18.6% | 10,772 | 0.1% | VERT GLB SUST RE |
XJH iShares ESG Select Screened S&P Mid-Cap ETF | $107,647 | $332 ▲ | 0.3% | 2,594 | 0.1% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $102,155 | | 0.0% | 2,214 | 0.1% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $100,174 | $1,082 ▲ | 1.1% | 3,980 | 0.1% | Manufacturing |
AMZN Amazon.com | $97,643 | $21,942 ▲ | 29.0% | 445 | 0.1% | Retail/Wholesale |
GOOGL Alphabet | $97,332 | $28,389 ▲ | 41.2% | 552 | 0.1% | Computer and Technology |
VT Vanguard Total World Stock ETF | $94,889 | $129 ▲ | 0.1% | 738 | 0.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $86,372 | $1,078 ▲ | 1.3% | 1,042 | 0.1% | ETF |
ADBE Adobe | $86,274 | $2,708 ▲ | 3.2% | 223 | 0.1% | Computer and Technology |
AVGO Broadcom | $81,954 | $17,936 ▲ | 28.0% | 297 | 0.1% | Computer and Technology |
GOOG Alphabet | $81,069 | $355 ▲ | 0.4% | 457 | 0.1% | Computer and Technology |
IBM International Business Machines | $80,180 | $4,127 ▲ | 5.4% | 272 | 0.1% | Computer and Technology |
ESGV Vanguard ESG U.S. Stock ETF | $78,748 | $161,115 ▼ | -67.2% | 718 | 0.1% | ETF |
IWN iShares Russell 2000 Value ETF | $78,619 | $316 ▲ | 0.4% | 498 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $77,635 | | 0.0% | 472 | 0.1% | ETF |
BND Vanguard Total Bond Market ETF | $72,157 | $72,157 ▲ | New Holding | 980 | 0.1% | ETF |
AVSD Avantis Responsible International Equity ETF | $68,032 | $1,149 ▲ | 1.7% | 1,007 | 0.0% | ETF |
PSA Public Storage | $67,890 | $1,176 ▲ | 1.8% | 231 | 0.0% | Finance |
GS The Goldman Sachs Group | $64,767 | $4,224 ▲ | 7.0% | 92 | 0.0% | Finance |
DFSI Dimensional International Sustainability Core 1 ETF | $63,561 | $12,137 ▲ | 23.6% | 1,613 | 0.0% | ETF |
IVV iShares Core S&P 500 ETF | $62,084 | | 0.0% | 100 | 0.0% | ETF |
JQUA JPMorgan U.S. Quality Factor ETF | $55,231 | $55,231 ▲ | New Holding | 920 | 0.0% | ETF |
DIHP Dimensional International High Profitability ETF | $54,527 | $54,527 ▲ | New Holding | 1,849 | 0.0% | ETF |
BAC Bank of America | $54,296 | $5,112 ▲ | 10.4% | 1,147 | 0.0% | Finance |
MRK Merck & Co., Inc. | $53,972 | $3,878 ▲ | 7.7% | 682 | 0.0% | Medical |
GE GE Aerospace | $53,065 | $4,379 ▲ | 9.0% | 206 | 0.0% | Aerospace |
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