| DFAC Dimensional US Core Equity 2 | 21.53% | 698,559 | $27.7M | Add +4.8% |
| DFGP Dimensional GLBL Core PL Fix | 11.28% | 267,957 | $14.5M | Add +9.0% |
| AVUS Avantis U.S. Equity ETF | 7.66% | 88,040 | $9.8M | Reduce -0.5% |
| DFIC Dimensional International Co. | 6.39% | 238,290 | $8.2M | Add +5.4% |
| DGCB Dimensional Global Credit | 6.39% | 151,387 | $8.2M | Add +9.9% |
| DFNM Dimensional National Muni BD | 5.98% | 159,378 | $7.7M | Add +2.5% |
| DFSD Dimensional Short Duration | 3.46% | 92,724 | $4.4M | Add +5.5% |
| PLTR Palantir Technologies Inc. Class A | 2.90% | 20,920 | $3.7M | No change |
| DFEM Dimensional Emrg MRKT Core | 2.86% | 111,214 | $3.7M | Add +7.7% |
| AVDE Avantis International Equity | 2.76% | 43,116 | $3.5M | Reduce -1.3% |
| DFSV Dimensional US Small Cap Val | 2.69% | 103,988 | $3.5M | Add +1.2% |
| DUHP Dimensional US High Profi Et | 2.54% | 85,721 | $3.3M | Reduce -2.9% |
| DCOR Dimensional US Core Eq 1 ETF | 2.36% | 41,254 | $3.0M | Add +14.8% |
| DUSB Dimension Ultrashort Fi ETF | 1.68% | 42,563 | $2.2M | Add +11.7% |
| TSLA Tesla Inc. | 1.64% | 4,690 | $2.1M | No change |
| DFCF Dimensional Core Fixed Inc. | 1.64% | 49,400 | $2.1M | Add +6.1% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 1.63% | 39,696 | $2.1M | Add +7.9% |
| AVEM Avantis Emerging Markets Eq | 1.47% | 24,443 | $1.9M | Reduce -0.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.41% | 19,830 | $1.8M | Add +8.3% |
| IVV iShares Core S&P 500 ETF | 1.36% | 2,558 | $1.8M | No change |
| DFGR Dim Global Real Estate ETF | 1.08% | 52,272 | $1.4M | Add +7.7% |
| DFSU Dimensional US Sus CORE1 ETF | 0.93% | 27,410 | $1.2M | Reduce -0.2% |
| DISV Dimensional International SM | 0.80% | 26,907 | $1.0M | Reduce -14.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.78% | 3,869 | $998K | No change |
| DIHP Dimensional International Hi | 0.71% | 28,982 | $918K | Reduce -13.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.65% | 4,385 | $837K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.62% | 2,747 | $797K | No change |
| VEA Vanguard Ftse Developed ETF | 0.60% | 12,280 | $767K | No change |
| GOOG Alphabet Inc. Class C | 0.44% | 1,820 | $571K | No change |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.44% | 5,714 | $567K | No change |
| DEHP Dimensional Emrg MRK Hi Prof | 0.43% | 17,285 | $557K | Reduce -11.7% |
| DFIV Dimensional International Va | 0.43% | 16,252 | $548K | New |
| VOO Vanguard S&P 500 ETF | 0.39% | 802 | $503K | Reduce -17.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 1,402 | $470K | Reduce -42.8% |
| NVDA Nvidia Corp. | 0.36% | 2,480 | $463K | Add +22.2% |
| DFSI Dimensional Int Sus COR1 ETF | 0.32% | 9,550 | $409K | Reduce -1.0% |
| IEMG iShares Core MSCI Emerging | 0.29% | 5,510 | $370K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.25% | 1,535 | $325K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.24% | 3,480 | $313K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.23% | 1,678 | $298K | No change |